Opal Wealth Management

Opal Wealth Management have been advising us since 2009. We are satisfied with the knowledge and advice brought to bear on our own individual financial circumstances. The proposed financial management platform for our investments has worked well for us. We have passed through retirement age and had some changing patterns of income and what we like is that the various tax implications which effected us in emploment and in retirement have been well covered. Gary keeps up to date with government tax changes which affect us now and in the future. Having Gary to call on when we occasionally have new queries has been very helpful. We are confident in recommending Opal Wealth Management.

I Needed some advice on what to do with some old and current pensions. After a great chat Gary clearly knows his business and dealt with the pension providers for me to ascertain my position.I Came out with a much clearer picture of our financial future. I would recommend Gary to anyone needed help with financial planning.

Gary Stanfield is the first IFA we've ever seriously dealt with, and our experience has been nothing but positive. His explanations and advice regarding our private pension investments, state pension arrangements & income tax management has been straight-forward and easy to understand. The communication from Gary & his admin team has been excellent, leaving us confident in their ability to steer us into a successful retirement. We'd happily recommend Gary & his team at Opal Wealth Management.

My wife and I needed a financial advisor and found Opal Wealth Management via a search engine.We set up a meeting with Gary Stanfield and found him to be ideal.We needed guidance with my pension pots, and with a lump sum of money that we wanted to invest. Gary helped in both counts, and we are very happy with the advice he gave us. My pension is now sorted, and we are seeing nice returns on the investment he recommended.I would recommend Gary Stanfield and Opal Wealth to anyone.

I’ve been dealing with Gary for in excess of 15 years. Advice has been clear and understanding. My comments have been taken onboard and a clear pension investment strategy agreed. Honesty and integrity is key and Gary has always shown both of these key trust factors on every occasion whether by phone, zoom or face-to-face. Constant good professional advice provided at all times. As an outcome I retired early with no worries regarding my finance to enjoy my retirement. We remain in regular constant and tweak investment plan as necessary. Thank you Gary and your team (Vicky) for all you support.

Gary and the team at Opal Wealth Management have made the consolidation of my pensions into one pension very straightforward. Gary listened to my objectives, understood my overall needs and helped advise on my options. He was incredibly professional, as was his team and I felt very safe in discussing my financial affairs . Something that is incredibly important in this day and age given the scale of pension scams that are prevalent. I can confirm all my previous pensions have now moved to one pension provider and I'm very happy with the process and final outcome. I can fully recommend using Opal Wealth Management to obtain sound financial advice and help with pension planning. I must also say the charges were transparent and I was only charged at the end of the process for all the complex work that Gary undertook.

I'd definitely recommend Gary Stanfield for his deep insight into the products on offer. His delivery style to the customer is a no nonsense advice approach to match their investment potential. Many thanks Opal Wealth Management.

Having decided to look at my pension and consider the options I came across Gary Stanfield at Opal Wealth Management.I initially took the advisory call from the Gov website and looked for an advisor from ‘unbiased’From the first phone conversation with Gary, I instantly felt at ease and confident in his knowledge, professionalism and abilities.Through the process Gary and his team, Vicky and Mark, did everything they said they would.At the start of this process I was very concerned as I’d never used a financial advisor before, as time went on all my concerns were taken away. I can not recommend this company enough for there professionalism and transparency and will not hesitate in using them again should I need financial advice.

Having decided to amalgamate several pension pots, gathered over a lifetime of working, I needed someone who I could trust to do a good job for me. Gary went the extra mile by obtaining details of each pot, analyzing their status, and discussing our retirement goals with us. He then spent time & effort writing a detailed recommendation as to what to do with our pots, so we could decide the best way forward. This has now all gone through without any hiccups, and was made so much easier by Gary and his team, who were professional and regularly kept in touch with me. I would certainly recommend Gary to anyone else in a similar situation.

My Husband and I were looking for a financial advisor. Came across Opal. We couldn't have found better. Gary Stanfield the advisor has been brilliant. Very clear in informing us of all our choices. Would highly recommend this company. 5*