Financial planning for busy people is a process of carefully understanding needs, delivering options, agreeing solutions and simplifying the paperwork and administration.

Opal’s executive planning review delivers just that by providing trusted advice to senior employees and the necessary service to implement everything from complex estate management to a simple family mortgage. As part of Opal’s corporate package, this benefit can remove the stress and ensure objectives are achieved in a timely manner.

The executive team can also be an effective company tool through the organisation of Keyman or share protection insurances.

In simple terms, as well as being a genuine benefit for those who use it, this service ensures senior employees get the very best use of company benefits by linking through to their personal planning.

Contact us now to find out more.