Opes Financial Planning Ltd

Opes Financial Planning Ltd

Wicklow

2584

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    About Opes Financial Planning Ltd

    Opes Financial Planning Ltd. is a leading financial planning business.

    We create unique bespoke financial plans for each client and their unique circumstances. We start with your goals in life and then assess whether you are on track to meet these or what steps are needed in order to achieve your objectives.

    Our Specialist Expertise

    • Personal Financial Planning for Business Owners and Professionals
    • Investment Planning and Portfolio Construction
    • Retirement Planning & Business Exit Strategies
    • Family Wealth Transfer
    • Financial Protection for families & business partners

    We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

    This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

    Services Provided

    • Life Insurance

    • Income Protection

    • Mortgage Protection

    • Pensions

    • Investments

    • Specified Illness

    • Serious Illness Cover