Opto Financial Solutions

Wealth Management

We all lead busy lives and the stresses and strains of daily living often means we neglect to take the time to really consider our own financial futures.

Spending some time refocusing on where we are going and what is really important to us is key to creating financial freedom. Working with Opto to design a financial plan can help you understand what changes you need to make now to improve the present and indeed your future.

At Opto Financial Solutions we follow a wealth management process designed with your needs in mind. The typical steps we take are:

  • Initial Consultation  - Introduction, identify goals and objectives, information gathering, discuss and agree remuneration method.
  • Advice – assessing objectives, reviewing existing plans, research, risk profiling, devising investment strategies (where applicable).
  • Implementation – Select a product, apply to product provider, complete documentation, process applications, issue policy documents
  • Ongoing Service – annual meeting to review financial plan and investments.

Wealth Management encompasses many disciplines. Here are some examples of the types of work undertaken on behalf of clients:

  • Investment portfolio creation and management
  • Private pension and occupational pension advice
  • Self Invested Personal Pensions (SIPP) & Small Self Administered Schemes (SSAS) consultation and management including commercial property purchase*
  • ‘At Retirement’ advice including income drawdown and annuities
  • Estate Planning
  • Trustee Investments
  • Shareholder & Keyman protection for businesses
  • Personal Protection Insurance

 

 

 

 

 

 *  Note that the FCA does not regulate commercial property purchases

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.