We help you build for the future.
Everyone talks about “financial freedom”, and it sounds as great as it does elusive. But what does it really mean? For each and every one of us at Opus, it simply means not having to go to work to earn the money we need to live the lifestyle we want.
Simple? More so than you probably think. Elusive? Not necessarily…
All the solutions you need,
from a centralised point of truth
Entrepreneurs
Young professionals
and young families
Experienced professionals
and business leaders
Retirees and people
approaching retirement
So how can we help?
We’ll look at your circumstances holistically, work out how it all fits together and help you understand what it might mean for the future.
We’ll tell you where you are and – more importantly – where you could end up if you continue along the same trajectory. This trajectory is key to what you need to know, and we’ll get right to the heart of it.
We’ll then discuss where you want to be, and tell you how to get there. We’ll talk you through the options you have and those that will open up if you follow our advice. We’ll cover the risks and the potential rewards - the good, the bad and the ugly - all specifically tailored to both your short-term and long-term goals.
We’ll then arrange everything needed to set you along the right path, and remain with you along your journey to help you stay on track, keep on top of relevant changes in the law, and answer all the questions that will inevitably arise as your circumstances evolve. We’ll also continually review your circumstances to make sure you open up as many options as possible in the later stages of your life.
In short, we’ll provide highly-bespoke, actionable advice, built on a unique combination of innovative, personalised solutions.
We suggest clear, practical steps
that open up your options
In more practical terms, our highly-personal lifestyle planning offering involves a seamlessly integrated collection of bespoke financial and advisory services.
More specifically, this might include: ongoing financial and lifestyle reviews, cash flow forecasting, business protection, pensions analysis (including helping you to understand the exponential effect of pension contributions over time, based on your actual and projected income and expenditure), portfolio management, mortgage advice, efficient tax and estate structuring, wealth protection and investment management, arranging insurance and much, much more.
As chartered financial planners, we have a deep understanding of the investment, pensions, insurance and mortgage products that can support (or hinder!) your financial ambitions. However, we’ll only ever suggest these where they could have a genuine, targeted impact on your goals. After all, we’re in the business of expanding your options, not channelling you down a single path.