Opus Wealth Management

  • The first chartered financial planning firm on the Fylde coast
  • Independent financial advisers with over 60 years combined experience in financial services
  • The gold standard of service in independent financial advice

Opus Wealth Management is proud to be the first firm of Chartered Financial Planners on the Fylde Coast. Chartered status is the highest level of qualification a firm can achieve. We are passionate about being the best and we believe that we stand out from the crowd.


The ethos at Opus Wealth is to provide our clients with a high level of personal service in a friendly but professional manner.

Every client is treated on a bespoke basis and our advice is tailored around a full understanding of our clients’ individual circumstances. Creating, Managing & Protecting Wealth is our goal.

About Us

Opus Wealth Management Ltd is a firm of Independent Financial Advisers, formed by Richard Anderson & Janet Allen in 2009 after working together previously for 6 years. We felt there was a need to provide a truly bespoke service proposition for our clients and set out to achieve this through Opus.

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Opus Wealth Management have met all our personal needs 100%. We don’t know where we would have been without them. Janet and all the staff are marvellous so if you want trust, quality and good advice, go to Opus Wealth Management.

- Mr & Mrs K, Thornton-Cleveleys, Lancashire

Having Janet manage my financial affairs was the best decision I have ever made. Her advice and help over several years have been first class and I have never been made to feel anything other than a valued client. I wish Janet & Opus Wealth continued success.

- Mrs H, Lytham St Annes, Lancashire

We have been clients of Opus Wealth Management since the formation on 13th November 2009 always receiving professional and friendly service from Janet and her colleagues. On the advice and recommendations received over the past 6 years we have no hesitation in the continuation of our financial affairs with Opus Wealth Management.

- Mr & Mrs M, Hutton, Lancashire

Introduced to us by a family accountant some time ago, we have since been expertly advised by Janet and subsequently all of Opus Wealth Management since its inauguration, and we appreciate and trust her financial opinions and recommendations implicitly. We are confidently looking forward to this continuing in the future.

- Mr B, Grimsby, Lincolnshire

It is with pleasure that I recommend Opus. In particular I would like to thank Janet Allen for the expert advice she has given over a period of several years.

- Mrs K, Ramsbottom, Lancashire

Richard has advised my wife and I in financial matters with caution clarity and undoubted success for 9 years. The best way to describe our relationship is trust in the person and his advice. We have no hesitation in recommending Opus to family and friends as we already have done.

- Mr L, Blackpool, Lancashire

Janet Allen has handled our investments for many years, always alerting us when a change would be to our advantage. She is and always has been clear and precise in the advice that we receive. We have every confidence that this will continue.

- Mr & Mrs G, Caton, Lancashire

With having dealings with Opus for the past 6 years we have no complaints whatsoever. Janet has advised us regarding our investments with successful results and we have every confidence in trusting Opus Wealth Management Ltd with our affairs.

- Mr & Mrs H, Blackpool, Lancashire

Thank you Richard for all your help and commitment to ensure we achieve maximum return on our investments. We have utmost trust and confidence in your abilities and in your professionalism.

- Mrs C, Poulton-le-Fylde, Lancashire

My wife & I have been dealing with Richard Anderson since opus started. We are very happy with Richard and all his staff, always very helpful. If he is unavailable, you always get a return phone call within minutes.

- Mr & Mrs Y, Blackpool, Lancashire

Investments

Opus Wealth Management Ltd can provide you with comprehensive investment advice, designed to make the most of your money. We spend time listening to you, to get enough personal and financial data to enable us to make the correct recommendations...

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Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning...

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Business Planning

At Opus many of our clients are either business owners or retired business owners. Over the years we have learned a lot about how business owners tick. Together with our many years of experience, we have gained specialist qualifications...

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Tax Planning

Effective Tax Planning can legitimately reduce the amount of tax you have to pay, thereby increasing your disposable income and/or the return on your savings and investments. Both Janet and Richard have specialist qualifications in tax planning...

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Our Address

Opus Wealth Management
286 Church Street,
Blackpool, FY1 3QA

Tel: 01253 595959
Email: info@opuswealth.co.uk

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