Opa Wealth Management Ltd

Nobody can predict your future, but that doesn’t mean you can’t prepare for it. 🤔 Protecting your family, your lifestyle and your assets brings peace of mind that whatever happens, everything you care about is properly safeguarded. 😌 ✍ #opawealthmanagement #financialplan #financialadvice #protection #insurance #adviser #yourfuture https://lnkd.in/eu92N_eG

Congratulations to Charlie Hunter who passed the CF8 Long term care insurance exam yesterday!! 🥳🤓 Recognised by the Chartered Insurance Institute this exam demonstrates an extensive knowledge of long-term care contracts and how they interact with State benefits and State-funded long-term care. It also covers the understanding of principal legal, taxation and regulatory issues that are relevant to regular reviews to ensure that long term care insurance cover remains appropriate.✅ Team Opa are all very proud of Charlie - well done to the boss, an amazing achievement! 👏🏻👏🏻 #OpaWealthManagement #CF8Exam #Congratulations #FinancialAdvider #CharteredInsuranceInstitute

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