Opal Wealth Management

Reviews

1. Mark Smith ★★★★★

   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.

   almost 2 years ago
2. Stephen Cockayne ★★★★★

   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.

   almost 2 years ago
3. David Hulse ★★★★★

   Very good knowledge of the markets, have used Gary for 10 years now and his advice has enabled our investments to grow and be available for us to use as we have needed. The growth rates have been very pleaseing

   almost 2 years ago

1. Paul Jennings ★★★★★

   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.

   almost 3 years ago
2. Lorraine Wooldridge ★★★★★

   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*

   almost 3 years ago
3. Ian Sanderson ★★★★★

   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.

   almost 3 years ago

1. Mike Dadge ★★★★★

   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.

   almost 4 years ago
2. george hawkes ★★★★★

   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.

   almost 4 years ago

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