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Opes Independent Financial Advisers Ltd

aka Opes Financial, Opes Independent Financial Advisers Ltd

Authorised FRN 763693

About

Opes Independant Financial Advisers Ltd offer our clients a range of services that are focused on positive client outcomes. We are a very forward thinking and innovative firm that in short adds value to client affairs through time and/or cost savings, which is demonstrated through very unique services we offer.

Source: opesifas.co.uk

Contact & Location

Address
178 Lancaster Rd, Carnforth LA5 9EF, UK
More advisers in Lancaster
Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
14 March 2017
Years Authorised
8 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (9)
Show all permissions
  • CBTL Status
  • CBTL Effective Date
  • CBTL End Date
  • Agreeing to carry on a regulated activity
  • Advising on Pension Transfers and Pension Opt Outs
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
10441148
Company Status
Active
Incorporation Date
24 October 2016
Directors
2
Accounts Category
Micro Entity
Last Accounts Filed
5 April 2025
SIC Codes
64999

Team (1)

  • Leigh Alan Astin

    ApprovedCertified

Quick Facts

  • Carnforth, North West
  • 8 years FCA-authorised
  • 2 registered individuals
  • 4 specialisms
  • 9 FCA permissions
  • CH 10441148

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.