Opus Independent Financial Planning Ltd is a financial services company located in Sutton Coldfield, England. They specialize in providing savings banks services to their clients.
Introduction to Opus Independent Financial Planning Ltd
Opus Independent Financial Planning Ltd is a financial services company based in Sutton Coldfield, Birmingham, United Kingdom. The company was established with the aim of providing clients with independent and tailored financial planning advice to help them achieve their financial goals. With years of experience in the industry, Opus Independent Financial Planning Ltd prides itself on offering personalized services that are unique to each client's needs.Services & Products
Opus Independent Financial Planning Ltd offers a wide range of financial planning services for both individuals and businesses. These include retirement planning, investment planning, tax planning, estate planning, and protection planning. Clients can also access the company's wealth management services, which include portfolio management, asset allocation, and risk management.Location
Opus Independent Financial Planning Ltd is located in the Royal Town of Sutton Coldfield, a suburban area in Birmingham, England. The area is known for its historic buildings, beautiful parks, and independent shops. Clients can expect to find a range of businesses in the area, including restaurants, cafes, and boutique stores. The company is easily accessible by public transportation, with the Sutton Coldfield train station, Sutton Coldfield bus station, and Sutton Coldfield town center all within a 10-minute walk.Benefits
One of the main benefits of choosing Opus Independent Financial Planning Ltd is the company's commitment to providing independent and tailored financial advice. The company does not work on commission and is not tied to any financial institutions, which means that clients can trust that the advice they receive is unbiased and in their best interests. Additionally, the company's experienced advisors are dedicated to helping clients achieve their financial goals, whether that be saving for retirement or growing their wealth.Good to Know
Clients should be aware that Opus Independent Financial Planning Ltd is a fee-based financial planning company, which means that clients will be charged a fee for the services they receive.Reviews
Opus Independent Financial Planning Ltd has received positive reviews from clients who have praised the company's personalized and professional services. Clients have also commented on the company's knowledgeable and friendly advisors who have helped them achieve their financial goals.
FAQ
What is the interest rate on savings accounts?
At Opus Independent Financial Planning Ltd, our interest rates on savings accounts vary based on the type of account you have. Please contact us or visit our website for more information on specific rates.
Are there any fees associated with opening or maintaining an account?
We do not charge any fees for opening or maintaining a savings account with us. However, some accounts may have minimum balance requirements or other restrictions. Please contact us or visit our website for more information.
Can I access my account online or through a mobile app?
Yes, we offer online and mobile banking options for our savings accounts. You can access your account information, check balances, and make transactions through our secure online portal or mobile app.
What types of loans do you offer and what are the interest rates?
We offer a variety of loan options, including personal loans and mortgages. Interest rates vary based on the type of loan and your individual creditworthiness. Please contact us or visit our website for more information on specific rates and loan options.
Do you offer any investment options, such as CDs or mutual funds?
Yes, we offer a range of investment options, including CDs and mutual funds. Please contact us or visit our website for more information on specific investment options and associated fees.
