OPW Chartered Financial Planners

OPW Chartered Financial Planners Independent financial planning and wealth management from highly qualified and experienced advisers with simple and transparent fees.

Excited to be sponsoring Caerleon Junior Youth this season! ⚽ Supporting local talent and strong teamwork is something w...
07/09/2025

Excited to be sponsoring Caerleon Junior Youth this season! ⚽ Supporting local talent and strong teamwork is something we’re proud to stand behind.

As 2024 comes to a close we would like to thank all our clients and professional partners for contributing to what has b...
19/12/2024

As 2024 comes to a close we would like to thank all our clients and professional partners for contributing to what has been a record year for OPW Chartered Financial Planners.

Wishing you all a great Christmas and a happy new year 🎅

Please note, our office will be closed from December 20 until January 6.

Two exciting updates…….Firstly, we are incredibly proud that Officium Private Wealth has been awarded Corporate Chartere...
02/07/2024

Two exciting updates…….

Firstly, we are incredibly proud that Officium Private Wealth has been awarded Corporate Chartered Status by the Chartered Insurance Institute! We will now be known as OPW Chartered Financial Planners.

This really is a symbol of technical competence and signifies a public commitment to professional standards!

Adding to that, we are independent, whole of market, financial advisers and pension specialists who genuinely represent the client.

Secondly, we recently purchased an office in Bristol, and contractors have been hard at work with its renovation. OPW Chartered Financial Planners now operates solely from 11 North Court, Bradley Stoke, BS32 4NQ, but our approach is unchanged meaning meetings can either be at your home/business, in our office, or via Teams/phone.

Lastly, as part of the continued growth of our group, we are keen to speak to self-employed advisers who are interested in accessing an independent proposition for their clients or who are looking to exit and find a ‘home’ for their business. We can provide all regulatory, agency and business support. Additionally, a full systems suite with training and coaching is available.

Please call or DM to get in touch.

✅ Chartered Financial Planners.
✅ Accredited Pension Specialist.
✅ Completely independent of any provider.
✅ A simple and transparent fee structure.

✅ - Chartered Financial Planner✅ - Accredited Pension Specialist✅ - Regulated by the Financial Conduct Authority.✅ - Com...
03/10/2022

✅ - Chartered Financial Planner

✅ - Accredited Pension Specialist

✅ - Regulated by the Financial Conduct Authority.

✅ - Completely independent of any provider and utilise products from across the market.

✅ - A simple and transparent fee structure which is non contingent.

Meetings can be face to face, over Microsoft Teams, or the telephone.

01873 568 558 | [email protected] | www.officiumwealth.co.uk

Officium Private Wealth Retirement Planning Review ServiceThese days very few people only have one employer throughout t...
22/09/2022

Officium Private Wealth Retirement Planning Review Service

These days very few people only have one employer throughout their working life. This can leave us with multiple pension pots which can be hard to keep track of and understand.

We offer a pension review service (covering all pension types) which will ensure your plans are aligned to your current aims, objectives and attitude to risk. An important part of this service is to check your progress against your retirement goals highlighting any shortfalls or planning opportunities.

Questions to ask yourself are:

- Are you on track to retire when you want to?

- Do you know what your existing plans are likely to provide for you in retirement?

If the answer to either is “I’m not sure” then a full holistic financial review is a sensible step to take.

Due to advances in medical science, we are living much longer, and retirement is becoming a greater proportion of our lives. If insufficient plans are made, you might need to work for much longer than expected. Saving for retirement is a continuous process and it’s easy to fall off track without a structured plan in place.

Using cash modelling software, we can forecast your needs in detail to give you a clear picture of what is ahead and how effective planning can improve your finances in retirement.

Post retirement we’ll concentrate on making your assets last at least as long as you do. We’ll be there every step of the way to provide feedback and advice on managing your assets to enable you to live the life you want to lead.

Our financial planners possess the required qualifications and experience to tailor your plan to your specific situation and to prioritise the objectives that are most important to you.

Why choose us?

✅ - We are regulated by the Financial Conduct Authority.

✅ - We are completely independent of any provider and utilise products from across the market.

✅ - Advice is provided by a Chartered Financial Planner, which is an advanced level of qualification and symbolises technical competence plus a commitment to professional standards. In fact, only a relatively small proportion of advisers practice at this level.

✅ - We have a simple and transparent fee structure which is non contingent.

Meetings can be face to face, over Microsoft Teams or the telephone.

01873 568 558 | [email protected] | www.officiumwealth.co.uk

1926-2022
08/09/2022

1926-2022

Officium Private Wealth is proud to be truly independent with a 4.9/5 VouchedFor rating.Independent ✅Whole of market ✅ ...
17/07/2022

Officium Private Wealth is proud to be truly independent with a 4.9/5 VouchedFor rating.

Independent ✅
Whole of market ✅
Fixed & transparent fees ✅
Advice from a Chartered Financial Planner ✅
Pension Transfer Specialist ✅

01873 568558 | [email protected]

David Parry, our Director & Financial Planner, attended a meeting at London's historic Reform Club yesterday to progress...
16/06/2022

David Parry, our Director & Financial Planner, attended a meeting at London's historic Reform Club yesterday to progress an exciting collaboration, which is due to launch in Autumn this year.

01873 568558 | [email protected]

Good morning from our new office on Piccadilly in London....... Our London clients can now "come to us" if that is their...
14/06/2022

Good morning from our new office on Piccadilly in London....... Our London clients can now "come to us" if that is their preference.

Officium Private Wealth is proud to be truly independent with a 4.9/5 VouchedFor rating.

Independent ✅
Whole of market ✅
Fixed & transparent fees ✅
Advice from a Chartered Financial Planner ✅
Pension Transfer Specialist ✅

01873 568558 | [email protected]

Her Majesty The Queen will become the first British Monarch to celebrate a Platinum Jubilee after 70 years of service.Ha...
01/06/2022

Her Majesty The Queen will become the first British Monarch to celebrate a Platinum Jubilee after 70 years of service.

Happy Bank Holiday to all

Address

11 North Court
Bristol
BS324NQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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