Opes Financial Partners
Opes Financial Partners is a financial services company based in London, England. They specialize in providing expert financial planning services to their clients. With a focus on delivering personalized solutions, Opes Financial Partners is committed to helping individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing top-quality service and advice to ensure their clients' financial success.
Introduction to Opes Financial Partners
Opes Financial Partners is a financial services company based in London, England. The company was founded with the goal of providing personalized financial planning services to individuals and businesses. What sets Opes Financial Partners apart from other financial planners is their commitment to building long-term relationships with their clients and offering tailored solutions to meet individual needs.Services & products
Opes Financial Partners offers a range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. They work closely with clients to understand their unique financial goals and create customized strategies to help them achieve those goals.Location
Opes Financial Partners is located in the heart of London, in the Knightsbridge neighborhood. The area is known for its luxury shops and restaurants, and is a popular destination for tourists and locals alike. The office is conveniently located near several public transportation options, including the Knightsbridge tube station, which is just a short walk away.Benefits
Opes Financial Partners stands out from other financial planners because of their personalized approach to financial planning. They take the time to get to know each client and create customized solutions to help them achieve their financial goals. In addition, they offer a range of services to help clients with all aspects of their financial life, from investment management to estate planning.Good to know
Clients should be aware that Opes Financial Partners is a fee-only financial planner. This means that they do not receive commissions for recommending certain products or services, so clients can be assured that their recommendations are unbiased and in their best interest.Reviews
Clients rave about the personalized attention they receive from Opes Financial Partners. They appreciate the customized solutions and the team's willingness to go above and beyond to help them achieve their financial goals. Many clients have been working with the company for years and trust them implicitly with their financial future.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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free consultation
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online account access
FAQ
What types of financial planning services do you offer?
At Opes Financial Partners, we offer a range of financial planning services including retirement planning, investment management, tax planning, estate planning, and risk management.How do you customize financial plans to fit individual clients?
We take a personalized approach to each client's financial planning needs. Our team of financial planners conducts a thorough assessment of each client's financial situation to develop a tailored plan that meets their unique goals and objectives.What are your fees and how are they structured?
Our fees vary depending on the complexity and scope of each client's financial plan. We offer transparent and competitive pricing with no hidden costs. Our fees are structured as a percentage of the assets under management, and we clearly communicate our fees to clients before beginning any work.What professional qualifications do your financial planners have?
All of our financial planners are highly qualified and hold professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). In addition, our team regularly undergoes training and education to stay up-to-date on industry trends and best practices.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references and testimonials from our satisfied clients. We have a strong track record of helping clients achieve their financial goals and are proud of the positive feedback we have received from our clients over the years.Reviews
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GB
Ed is amazing! Never have I seen such speed and efficiency, as well as Ed being a genuinely pleasant person to work with. Ed applied for my mortgage on Thursday, had the valuation booked the next day, resulting in my full offer being produced the following Tuesday! I am so pleased I chose OPES as my brokers, I will definitely work with them again and recommend you do too! Keep up the great work!
27-02-2023
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Konstantin Samburov
Amazing service and very kind and flexible advisors! Ed and Matt both helped me with getting the best mortgage offer, I've got very complicated purchase even a multiple ones but they were keeping patient and were assisting me with all my enquires. Really appreciated, highly recommended!
27-02-2023
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James Arnold
Matt was great to work with; very responsive and facilitated a very smooth and efficient process. Many thanks for your help.
27-01-2023
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Stephen Palfreeman
I have recently completed a deal with Ed at Opes and was very impressed with the way he structured the deal. The deal was not straight forward and he was very pragmatic when further information was required to get the deal over the line. Would recommend him to borrowers.
27-11-2022
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Anna Thomas
Ed assisted us with our mortgage and was by far the best broker/agent we dealt with in the house buying process. Ed was patient, efficient, and incredibly helpful. I would recommend him to anyone. Thanks Ed.
27-11-2022
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Alessandro Bianchi
I was assisted by OPES in a recent property purchase. I've dealt with Matt Barker and can't say his service was anything but precise, diligent and helpful! I would recommend them to anyone in need of assistance of mortgage brokerage services.
27-10-2022
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Scott O
Matt Barker did a superb job for us and i highly recommend using his services
27-10-2022
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Anna Parfjonova
Max Gow-Smith has been absolutely first rate on both my original mortgage and remortgaging this year, and I couldn’t recommend him highly enough.
27-10-2022
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Akshita Mehta
Ed was my broker and I honestly couldn’t recommend him enough. He was amazing, prompt and had a very personal touch. Having someone who cares about your needs and understands how difficult the process is and does everything in his power to make it easy for you is wonderful. He was amazing throughout the process!
27-09-2022
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Rob Cox
Very happy with their service. Matt was able to secure a fantastic rate for us before rates were raised. Made the whole process so much smoother than I’d experienced before. Will certainly be using again.
27-09-2022
