Opto Financial Solutions offer a wide range of clients access to specialist services and provide a ‘joined up’ approach to the creation of financial solutions. We focus on the provision of Employee Benefits to small and medium sized businesses as well as Wealth Management services to business owners and private clients.
Our specific aim is to build and maintain long term relationships with our clients by providing them with high quality independent advice and service.
Our consultants have specific areas of expertise and our aim is not to work autonomously but to combine our expertise and work as a team so that we can provide comprehensive tailored financial solutions to a wide spectrum of clients.
Together we offer a vast amount of experience of financial planning and consultancy to individuals and business alike.
Additionally, we have a strong working relationship with a seperate company - Opto Business Solutions - which focuses on the provision of Asset Based Funding* to corporate clients.
* Asset Based Funding is not regulated by the FCA
Opto Financial Solutions is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered address: Bridgewater Place, Water Lane, Leeds LS11 5BZ. Registered in England number: 05998270. VAT Registered: 107831677. This site is for UK consumer only.