management

Cheshire

Your local adviser is
Helen Brown

Qualifications: DipFA CeMAP
Position: Independent Financial Adviser & Founder Member
Area covered: Cheshire

Mobile: 07967 220347
Email: helen.brown@opalfinancialmanagement.co.uk

Address
2plan wealth management Ltd, 3rd Floor
Bridgewater Place, Water Lane, Leeds, LS11 5BZ

 

 

 

Allow me to introduce myself...

I joined the Britannia Building Society as a mortgage adviser and continued my studies to become a fully qualified financial adviser with Britannia, before the company was taken over by Axa Wealth and the Co-operative Bank. During this time, I gained invaluable experience with investment planning, protection insurance, pension planning, inheritance tax planning and mortgages.

During my 13 years of working with these financial institutions, I was able to develop strong customer relationships and work closely with clients to realise their goals and objectives. Now, with Opal Financial Management, I have a true passion to help customers by offering the best impartial advice about products from the whole of the market and to ensure my recommendations are fully understood before being put into place.

As someone that is reliable and trustworthy, I pride myself on offering clear and honest advice. I believe in providing transparent information with no jargon, helping you to improve your overall financial situation.

If you have ever felt that financial affairs are complex and overwhelming, rest assured that I’ll work with you every step of the way, not just at the implementation stage of any new proposal, but offer continued advice for years to come to ensure you are on track and your financial plans are where they need to be.

I look forward to hearing from you so that we can arrange our first meeting that will be at our cost and without obligation.

 
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opal financial management
opal financial management
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Opal Financial Management is not responsible for any information provided by any other source. It does not endorse or support any products that are promoted or detailed on any other websites, whether linked to this site or not. It is recommended that you take advice before entering into any financial commitments or making an investment.

 

 

 

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