OPUS Independent Financial Planning Limited

Name: OPUS Independent Financial Planning Limited
Address: Opus Independent Financial Planning Ltd, 1 Coleshill Street, Sutton Coldfield, Birmingham, B72 1SD, GB
Telephone: 0121 354 4034
Price range: $$
Rating: 5

aka RD Financial Planning, Opus IFP, Opus Business Pensions, Nephos Wealth, OPUS Independent Financial Planning Limited

Authorised FRN 529492 5.0 (4)

About

0 Opus Independent Financial Planning Limited Setting you along the path to financial freedom. WHAT WE DO Everyone talks about “financial freedom”, and it sounds as great as it does elusive. For each and every one of us at Opus, it simply means not having to go to work to earn the money we need to live the lifestyle we want.

Source: opus-ifp.com

Contact & Location

Address

1 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD, UK

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Phone

0121 354 4034

Website

opus-ifp.com

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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

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 529492
Status: Authorised
Date Authorised: 1 November 2010
Years Authorised: 15 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓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: 07304649
Company Status: Active
Incorporation Date: 5 July 2010
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 June 2024
SIC Codes: 70221

Team (19)

Mark Ross Thomson
Approved
Oliver Codrington
Approved
Benjamin James Rees
ApprovedCertified
Julian Haycock
ApprovedCertified
David James Lewis Smith
ApprovedCertified
Kelly Soley
Certified
Stephen Timms
Certified
Lee Thomas Axford
Certified
Mark Edward Dooner
Approved
Sarah Nicholls
Approved
Jillian Mary Jones
Approved
Julian Mark Puddy
No longer required
Jason Knowles
ApprovedCertified
Christopher David Wise
ApprovedCertified
Jordan James Reid
ApprovedCertified
Paul Holmes
ApprovedCertified
Christopher Charles Broome
ApprovedCertified
Stephen Jones
ApprovedCertified
Christopher Flower
ApprovedCertified

Google Reviews

5.0

4 reviews on Google

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Quick Facts

Sutton Coldfield, West Midlands
15 years FCA-authorised
20 registered individuals
5 specialisms
15 FCA permissions
CH 07304649

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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.