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

t: 0121 354 4034

e: info@opus-ifp.com

Individuals

We have a proven expertise in the planning and management of individuals’ finances, and we use this to help our clients to fulfil their financial ambitions. With our strategic guidance and extensive knowledge, we help our clients to achieve their personal lifestyle aspirations. This could include early retirement, attaining bucket-list ambitions, or providing for their family. We then only recommend products such as pensions, investments or mortgages where they are required to support the plan.

  • Lifestyle financial planning
  • Wealth protection
  • Investment management
  • Mortgages
  • Ongoing investment reviews
  • Retirement planning
  • Estate planning

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