• Facebook Social Icon
  • LinkedIn Social Icon

Call us on 01258 821529

Contact us

advice@opalfinancialmanagement.co.uk

  • Home

    • Who we are

  • Our services

    • Overview
    • Investment advice
    • Protection advice
    • Mortgage advice

  • Our team

    • Martin Stead
    • Paul Drake
    • Toby Carmichael-Jack
    • Pam Lilley
    • David Williams
    • Nick Howell

  • Join us

  • Contact

  • Secure Client Portal

  • More

    Use tab to navigate through the menu items.

    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

    ​

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

    ​

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

    ​

    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

    Our Privacy Policy

    Terms and Conditions