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Financial Review Process

 

As a financial planning business, we are focussed on helping you understand and plan for your financial future. By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives.

 

In practical terms, please refer to our review process below:

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Whatever stage of your life you are at, it is always best to seek the experience of a professional financial adviser to make sure that any financial decisions you make put you, and your family, in the best possible position to plan for the future you aspire to. 

01258 821529

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advice@opalfinancialmanagement.co.uk

Opal Financial Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.  Opal Financial Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference 602945

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Opal Financial Management Ltd. Registered address 7-8 Church Street, Wimborne, Dorset, BH21 1JH.  Registered in England and Wales. Reg. No. 8544727

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The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

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