From your lifestyle goals such as buying a home or funding your retirement, to unexpected events such as illness or loss of income, your finances play a role in every milestone of your life. The most effective way to influence your financial journey is to plan ahead, but you can't be expected to do this effectively without extensive experience, resources and expertise.
That's why we're here to help. It's about giving you the security and freedom to create the life you want, even when things don't go to plan. It's our job to help people financial plan their way to the life they want. Our talented team are experts in getting to know your goals and financial situation, building highly effective strategies, and then systematically implementing these strategies while guiding and educating you along the way.
That's why we're here to help. It's about giving you the security and freedom to create the life you want, even when things don't go to plan. It's our job to help people financial plan their way to the life they want. Our talented team are experts in getting to know your goals and financial situation, building highly effective strategies, and then systematically implementing these strategies while guiding and educating you along the way.
Services
We founded Opulen to give everyday people access to trustworthy, highly effective financial advice that improves the quality of their lives. To continue fulfilling on this for our clients day-in, day-out, we have four key values that underpin everything we do. Everything we do is built on a foundation of honesty, trust and confidentiality.
At Opulen, we pride ourselves on offering a diverse range of financial services to set our clients up for success. Furthermore, we make sure to explain and provide these services in a way that's down-to-earth and easy for our clients to understand. While we don't offer these services personally, we have a network of preferred specialist providers who we can refer you to.
At Opulen Financial Solutions, we use a proven 5-stage process to get the best possible results for our clients. Here is the break-down so you know what to expect. We track your progress and keep your strategy up to date, providing ongoing support to helping you achieve what is important to you.
At our first meeting, we take the time to thoroughly understanding your current situation and discover exactly what you want to achieve both personally and financially.We also introduce you to our business and our approach so you know what to expect if you decide to become a client of ours. After we have agreed on the strategies you will use, we will provide you with a written Statement of Advice.
At our first meeting, we take the time to thoroughly understanding your current situation and discover exactly what you want to achieve both personally and financially.We also introduce you to our business and our approach so you know what to expect if you decide to become a client of ours. After we have agreed on the strategies you will use, we will provide you with a written Statement of Advice.
Our goal is to set you up with everything you need for a successful financial future, and part of that is helping you understand as much as you can about your finances. Our Resources page keeps you up to date with the latest news and financial tips for you to read as you need them. Across the Desk is our monthly newsletter that keeps our clients in the loop about the latest in financial news and information.
Our favourite thing about what we do is hearing our clients' success stories. Whether it's creating hugely successful retirement strategies for couples originally concerned about their retirement or helping people claim extra disablement benefits, or being there for widows who need to sort out their finances after their husband's death, we are proud of the fact that we have quite literally changed people's lives.
Reviews (1)
Simon Tanner
Jan 23, 2020
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