OPW Chartered Financial Planners is an independent financial advice & wealth management business based in the South West, independent in terms of both proposition and ownership.
Please get in touch for an initial consultation, we bear the cost of the initial meeting and there is no obligation to commit to our services.
The services we offer are as follows,
- Cash Flow Modelling (Financial Life Planning)
- Discretionary Fund Management
- Savings & Investments (onshore/offshore)
- Environmental & Social Governance (ESG) Investing
- Specialist investing (EIS, SEIS, VCT, AIM, P2P & Structured Products)
- Investment Review Service
- Retirement Planning (accumulation/decumulation)
- Pension Review Service (all pension types)
- Inheritance Tax Planning
- Intergenerational Financial Planning
- Trustee Investment Advice
- Corporate Financial Planning
- Financial Planning for Company Directors
- Wealth Protection & Lending
The business was formed in 2021 by Damien Hopkins, David Parry and Tori Passmore who have over 50 years’ experience of advising High Net Worth & Ultra High Net Worth clients throughout the UK. We all share the same high standards and aim to provide an exemplary service to all clients of OPW, regardless of their wealth.
Company Details
- Employees
- 3
- Address
- 11 North Court, Bristol,bs32 4nq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.opwcfp.co.uk
- HQ
- Bristol
Opw Chartered Financial Planners Questions
Opw Chartered Financial Planners's website is http://www.opwcfp.co.uk
Opw Chartered Financial Planners's LinkedIn profile is https://uk.linkedin.com/company/officium-private-wealth
Opw Chartered Financial Planners has
3 employees.
View email and phone details for 3
employees at Opw Chartered Financial Planners.
Opw Chartered Financial Planners's industry is
Financial Services
Opw Chartered Financial Planners's top competitors are
Curo Financial Technologies Corp,
Portfoliometrix,
Schroders Personal Wealth,
Evelyn Partners,
Curo Fund Services,
Pembrokeshire Wealth Management Limited,
Validpath,
Keelings,
Bright Grahame Murray.
Opw Chartered Financial Planners's categories are Financial Services
