Opa Wealth Management Ltd

Longstanding financial advice relationships build stronger financial futures, offer support at major life moments and improve quality of life. 🤝 More than 62% of respondents to SJP’s largest ever consumer survey have never switched adviser. The results below reveal real life relationships are built on a foundation of trust understanding, and financial satisfaction.  ⬇ #FinancialAdvice #Strongrelationship #OngoingAdvice #OpaWealthManagement #Adviser #Pensions https://lnkd.in/ewjmJj4V

🔥 Happy Bonfire Night! 🔥 For those of you who are gathering to celebrate with fireworks 🎇 bonfires 🔥 and displays, we hope you have a safe,warm and spectacular evening!!!💫 #BonfireNight #GuyFawkesNight #fireworks #sparklers #OpaWealthManagement

What a lovely gesture from one of our clients that we received today!☺️🤝🏻 We never ask for anything in return but it is always so thoughtful to get something like this sent to us..🌟 We appreciate all of our clients and their continuous support! Happy Friday everyone🎉🥳 #Opawealthmanagement #financialadvice #thankyou #appreciation #clientservice #businessmanagement

One of the most impactful budgets in decades. Read a summary here of the main changes affecting business owners, pensions, inheritance tax and capital gains tax. Please keep up to date with our Opa Wealth Management Ltd Linkedin and Facebook page for more detail on each point over the next few days. #budget #pensions #inheritancetax #businessowners #chancellorsbudget #Opawealthmanagement https://lnkd.in/ecmVRbBr

One of the most impactful budgets in decades. Read a summary here of the main changes affecting business owners, pensions, inheritance tax and capital gains tax. Please keep up to date with our Opa Wealth Management Ltd Linkedin and Facebook page for more detail on each point over the next few days. #budget #pensions #inheritancetax #businessowners #chancellorsbudget #Opawealthmanagement https://lnkd.in/ecmVRbBr

Scaling back on pension savings might seem like an easy fix for short-term challenges, but it can long-term consequences. 🙃 By cutting back or even cutting out pension contributions completely, you’ll be missing out on the tax benefits and possibly also employer contributions – as well as the effect of compounding. 📝 #FinancialAdvice #Pension #Inflation #TaxRelief #WealthManagement #Opa #Investing https://lnkd.in/eW6X6ecS

Congratulations to Nadia Kelly who has now been awarded her Platinum Standard Accreditation for the development in the Practice Support Specialist Development Framework. This is through St.James’s Place continuous training and assessment which is accredited through the Chartered Insurance Institute CPD Scheme and is the highest standard to achieve👏🏻 Amazing achievement Nadia - well done!!🌟🎉 #OpaWealthManagement #Accredited #FinancialAdvice #Training #Support #Platinum

❗ ❗ The countdown is on… ❗ ❗ There is just 1 week to go until the Chancellor of the Exchequer Rachel Reeves will announce the autumn statement / budget on the 30th of October 2024!📣📣📣 The speech will outline the government’s new fiscal rules, reveal changes to the tax system and set a new path for spending on public services and broader capital investment💭 Make sure to be keeping up to date with Opa Wealth Management’s LinkedIn and Facebook for insightful updates and information🫡✅ #1weektogo #ChancellorsBudget #October2024 #AutumnBudget #Opa #WealthManagement

Choosing whether to hire permanent staff or use contractors is a critical decision for expanding businesses. 🤔 As a growing business, you may be looking to expand your team, which means weighing up the pros ✔ and cons ❌ of hiring contractors versus employees. There are tax and legal implications for both, so it’s sensible to take advice before hiring anyone and ensure your contracts are up to date. 👍 #WealthManagement #Benefits #Drawbacks #Pension #Businesses #FinancialAdvice #Opa #Tax #Legal https://lnkd.in/ecAWdT9B

If your client is awarded damages for personal injury or medical negligence, working with a financial adviser is crucial to help ensure finances are arranged in the best way to meet their needs. ✅ An adviser can also ensure that your client makes full use of any tax advantages or means-tested benefits available to them. 💯 #FinancialAdviser #FinancialAdvice #Investment #Retirement #OpaWealthManagement #Clients #Support https://lnkd.in/ejqKttU7