Opal Wealth Management - Wolverhampton

Opal Wealth Management, located at Address: 38 Waterloo Rd, Wolverhampton WV1 4BL, United Kingdom, is a financial consulting and investment service company that offers a range of services to help individuals and businesses manage their finances effectively. With a phone number: 1902712615 and a user-friendly website: opalwm.co.uk, Opal Wealth Management provides easy access to its clients and potential clients.

One of the unique features of Opal Wealth Management is its accessibility. The company has a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, making it easy for people with mobility challenges to access the building. Additionally, the building has toilets, ensuring that everyone's needs are catered for. With such accessibility features, Opal Wealth Management demonstrates its commitment to inclusivity and ensuring that all clients feel welcome.

In terms of its services, Opal Wealth Management specializes in financial consulting and investment services. The company's financial consultants provide personalized financial advice to help clients make informed decisions about their finances. They take into account each client's financial goals, risk tolerance, and investment horizon to create a tailored financial plan that meets their unique needs.

Furthermore, Opal Wealth Management's investment services offer a range of investment options that cater to different risk profiles and investment goals. The company's investment managers use a disciplined investment approach that prioritizes risk management, diversification, and long-term growth. They aim to deliver consistent investment performance that aligns with their clients' objectives.

Opal Wealth Management has received numerous positive reviews from its clients, with a media opinion of 5/5 based on 46 reviews on Google My Business. These reviews attest to the company's expertise, professionalism, and commitment to delivering exceptional service.

Reviews of Opal Wealth Management

Mark Smith

5/5

Gary Stanfield is the first IFA we've ever seriously dealt with, and our experience has been nothing but positive. His explanations and advice regarding our private pension investments, state pension arrangements & income tax management has been straight-forward and easy to understand. The communication from Gary & his admin team has been excellent, leaving us confident in their ability to steer us into a successful retirement. We'd happily recommend Gary & his team at Opal Wealth Management.

Stephen Cockayne

5/5

My wife and I needed a financial advisor and found Opal Wealth Management via a search engine.
We set up a meeting with Gary Stanfield and found him to be ideal.
We needed guidance with my pension pots, and with a lump sum of money that we wanted to invest. Gary helped in both counts, and we are very happy with the advice he gave us. My pension is now sorted, and we are seeing nice returns on the investment he recommended.
I would recommend Gary Stanfield and Opal Wealth to anyone.

Mike Dadge

5/5

Gary and the team at Opal Wealth Management have made the consolidation of my pensions into one pension very straightforward. Gary listened to my objectives, understood my overall needs and helped advise on my options. He was incredibly professional, as was his team and I felt very safe in discussing my financial affairs . Something that is incredibly important in this day and age given the scale of pension scams that are prevalent. I can confirm all my previous pensions have now moved to one pension provider and I'm very happy with the process and final outcome. I can fully recommend using Opal Wealth Management to obtain sound financial advice and help with pension planning. I must also say the charges were transparent and I was only charged at the end of the process for all the complex work that Gary undertook.

Nick Hulley

5/5

I'd definitely recommend Gary Stanfield for his deep insight into the products on offer. His delivery style to the customer is a no nonsense advice approach to match their investment potential. Many thanks Opal Wealth Management.

Andrew Rowley

5/5

I Needed some advice on what to do with some old and current pensions. After a great chat Gary clearly knows his business and dealt with the pension providers for me to ascertain my position.
I Came out with a much clearer picture of our financial future. I would recommend Gary to anyone needed help with financial planning.

george hawkes

5/5

Having decided to look at my pension and consider the options I came across Gary Stanfield at Opal Wealth Management.
I initially took the advisory call from the Gov website and looked for an advisor from ‘unbiased’
From the first phone conversation with Gary, I instantly felt at ease and confident in his knowledge, professionalism and abilities.
Through the process Gary and his team, Vicky and Mark, did everything they said they would.
At the start of this process I was very concerned as I’d never used a financial advisor before, as time went on all my concerns were taken away. I can not recommend this company enough for there professionalism and transparency and will not hesitate in using them again should I need financial advice.

Paul Jennings

5/5

I’ve been dealing with Gary for in excess of 15 years. Advice has been clear and understanding. My comments have been taken onboard and a clear pension investment strategy agreed. Honesty and integrity is key and Gary has always shown both of these key trust factors on every occasion whether by phone, zoom or face-to-face. Constant good professional advice provided at all times. As an outcome I retired early with no worries regarding my finance to enjoy my retirement. We remain in regular constant and tweak investment plan as necessary. Thank you Gary and your team (Vicky) for all you support.

Ian Sanderson

5/5

Opal Wealth Management have been advising us since 2009. We are satisfied with the knowledge and advice brought to bear on our own individual financial circumstances. The proposed financial management platform for our investments has worked well for us. We have passed through retirement age and had some changing patterns of income and what we like is that the various tax implications which effected us in emploment and in retirement have been well covered. Gary keeps up to date with government tax changes which affect us now and in the future. Having Gary to call on when we occasionally have new queries has been very helpful. We are confident in recommending Opal Wealth Management.