1 Coleshill Street,
Sutton Coldfield,
West Midlands,
B72 1SD

t: 0121 354 4034

e: info@opus-ifp.com

Expert financial advice for individuals and businesses.

Financial Planning

Empowering you to live your desired lifestyle.

Lifestyle financial planning is the process of defining, building, achieving and maintaining financial independence; this financial blueprint will enable you to live the life you want to lead, without the fear of running out of money.

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Wealth Management

Powering your lifestyle, enriching your life.

Using our expertise and strategic guidance, we will advise on how to best incorporate and implement your lifestyle financial plan. This process includes a range of wealth management strategies and products that work in tandem to power and protect your financial plan.

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Business Services

Helping businesses to prosper and thrive.

We support businesses with protecting and maximising their viability, both in the short-term and the long-term. We help firms to increase operational resilience, access funding and implement appropriate benefits and reward structures to future-proof their businesses.

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Proven Methods

Organise

We work with you to organise your finances in a way that is strongly aligned to your lifetime goals, values and aspirations.

Plan

We help you to create a bespoke financial plan that is robust, resilient and inclusive of your key goals and priorities.

Manage

We will provide ongoing management support, helping you to incorporate your plan into your life and ensuring that your needs are continually being met.

Organise

We work with you to organise your finances in a way that is strongly aligned to your lifetime goals, values and aspirations.

Plan

We help you to create a bespoke financial plan that is robust, resilient and inclusive of your key goals and priorities.

Manage

We will provide ongoing management support, helping you to incorporate your plan into your life and ensuring that your needs are continually being met.

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Incorporated in the United Kingdom and registered in England and Wales. Registered no. 07304649. Registered office: 1 Coleshill Street, Sutton Coldfield, West Midlands, B72 1SD. Authorised and regulated by the Financial Conduct Authority