OPW Chartered Financial Planners

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.