SELF INVEST

“The straightforward and affordable way to invest into an ISA or General Investment Account.”

 

Nowadays, we are all more aware of the need to provide for our financial futures, and to fit in with our busy lives, we’re increasingly comfortable with researching and buying products online.

 

If you’re looking for a straightforward, affordable way to invest into an ISA or a General Investment Account, and have decided that you don’t want face to face advice, then investing via our Self Invest Portal may be the answer.  You can find our Self Invest fact sheet here.

"Unlike a high proportion of direct to consumer investment sites, our Self Invest Portal and service comes with the full protection of regulated advice and provides regular ongoing reviews."

 

So, you can be safe in the knowledge that your investments continue to mirror your chosen risk level and objectives, are protected and you can always communicate with us via secure messaging through our Client Portal. What’s more, you’ll benefit from an easy to use automated process to ensure that your investments are matched to your own personal preferences and requirements.

 

A simple and straightforward way to invest

  • Firstly, you’ll be asked some questions about your circumstances and approach to investing, so we can find out about your investment needs and match your investment to your specific goals.

 

  • Then, based on what you’ve told us about your attitude to risk, how much you want to invest and over what time period, a risk-appropriate investment will be recommended. You’ll then be able to see projections showing how your investment may perform over time to help you understand whether it will meet your goals.

 

  • If you’re happy with our recommendations, you can invest straight away with a simple, secure online payment. Or if you have queries and want to talk to someone about your choices, we’ll be available to do so at the click of a button. You can interact with us online via our enquiry form/contact details.

 

  • You will receive an illustration and simple report as a record of the process, confirming your input, the charges and the recommended investment. Plus, you’ll be able to track your investment whenever you want to see how it’s progressing towards your goal. We can even send you automatic alerts to let you know whether you are on track.  This functionality is based on you becoming an Opes™ client and you setting goals via your automatic registration to our ‘Client Portal’ as part of our ‘Self Invest’ service.  Visit www.opesifas.co.uk/clientportal

 

  • Should you want to have face-to-face Independent advice in the future on this or other financial matters, like pension or inheritance tax planning and/or where you feel your circumstances may require input and a more detailed assessment by an adviser (subject to advice charges where outside our Self Invest service) before deciding the route you take then you we will be able to discuss this and other services with us.

So why not let the ‘Self Invest’ Portal help you invest wisely at a cost you can afford, with the peace of mind that you are protected by financial regulation.

 

Start the investment habit of a lifetime now here with our ‘Self Invest’ Portal !
 

Why not take a look at our brochure and wider support material via our Info & Brochures website page.

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Opes™ Independent Financial Advisers Ltd, trading as Opes™ Financial is registered in England and Wales no. 10441148. Registered office, Opes House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 256693074.

 

Authorised and regulated by the Financial Conduct Authority. Opes Independent Financial Advisers Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 763693.

The Financial Conduct Authority does not regulate taxation and trust advice or some forms of buy-to-let mortgages.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely via our 'Client Portal'.  We arrange registration on our Client Portal following completion of our enquiry form.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at info@opesifas.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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Created By Acutus Financial Solutions Ltd