Opal Financial Management
Finance · United Kingdom · 11-50 Employees
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Overview
Headquarters
107 Crocker Way, Wincanton, Somerset, BA...Phone Number
+44 1258821529Revenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Opal Financial Management
Opal Financial Management Ltd offers independent financial advice tailored to retail clients and businesses, focusing on retirement planning, investment management, and inter-generational wealth planning. Their services are designed to help clients navigate financial decisions and develop personalized strategies to achieve their financial goals. The firm prides itself on providing jargon-free advice and ensuring clients understand the implications of their financial choices. Regulated by the Financial Conduct Authority, Opal Financial Management is committed to delivering bespoke financial solutions through qualified practitioners.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Opal Financial Management
$5.5M
11-50
Private
-
2013
N/A
Company Profile Activity
Activity Insights
Opal Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Opal Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opal Financial Management.
Opal Financial Management Tech Stack
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Opal Financial Management Ltd offers independent financial advice tailored to retail clients and businesses, focusing on retirement planning, investment management, and inter-generational wealth planning. Their services are designed to help clients navigate financial decisions and develop personalized strategies to achieve their financial goals. Th... Read More
