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Individual Advice
About Opal :: Individual Advice

Here are some of the services Opal can offer.
Independent Financial Advice on:

• Personal Investments
• Retirement Planning and Counselling
• Mortgages (plus associated protection)
• Personal Insurances
• Protection for individuals and their families
• Tax Free Savings
• Generic Tax Planning
• Inheritance Tax Planning

Contact us to find out more.
 
 opal
in association with Bates

Opal Benefits is a trading name of Bates Investment Services Limited which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of Money Portal Limited. Bates Investment Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

Bates Investment Services Ltd Registered Office: 1 Threadneedle Street London EC2R 8JX. Registered in England and Wales No. 3434648. The information and content of this site is intended for UK consumers and employers, and is subject to the UK regulatory regime. All testimonials have been made by clients of Opal Benefits.