Opal Financial Management Ltd

Opal Financial Management Ltd provides independent financial advice and solutions tailored to individual needs. Their team of qualified practitioners assists clients with various aspects of financial planning, including workforce entry and retirement planning.
  • Retirement planning
  • Financial education
  • Investment strategies
  • Tax-efficient investing
  • Independent financial advice

Size
Small
Phone
01258 821529
Email
Available in Endole App
Locations
The Gables, Red Ln, DT10 1HT
01258821529
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Opal Financial Management Ltd is operated by Opal Financial Management Limited and is a Active company incorporated on 24 May 2013 with the registered office located in Wimborne, Dorset. Opal Financial Management Limited was registered 12 years ago.

Status
Active
Size
Micro
Directors
1
Age
12 years old
Employees
1
Turnover
Unreported
Total Assets
£68.82K
Cash in Bank
£28.26K
Total Liabilities
-£68.56K

Director • Financial Consultant • British • Lives in UK • Born in Mar 1970
Opal Financial Group (UK) Ltd
PSC
Teams
All
3
Finance
3
Advisory
3
Partner & Independent Financial Adviser • Joined Jun 2021
Independent Financial Adviser • Joined May 2013
Partner & Independent Financial Adviser • Joined Jun 2021
Independent Financial Adviser • Joined May 2013
Partner & Independent Financial Adviser • Joined Jun 2021
Independent Financial Adviser • Joined May 2013