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Opal Wealth Management

5.0(48 reviews)See reviews ↓·Wolverhampton

What customers say

Based on genuine customer reviews

Wolverhampton clients of Opal Wealth Management repeatedly highlight the knowledge and reliability of adviser Gary Stanfield, who works alongside Vikki and Mark. Customers writing about their orders describe years of dealings spanning pensions and investment advice, with one noting a twelve-year relationship during which growth rates were consistently pleasing and Gary remained available for occasional calls. Reviews regularly refer to the clarity of explanations, whether concerning private and state pensions, income tax management or the purchase of annuities at retirement, and many value that options are set out in understandable terms without pressure.

A theme running through the feedback is the thoroughness of reports and the efficiency of the admin team, who chase financial institutions to get matters completed. Customers also describe the consolidation of scattered pension pots into a single, well-managed portfolio, dealings with providers handled on their behalf, and a clearer picture of their financial future emerging as a result. Retirement planning runs through many accounts, including guidance towards retirement goals and support continuing after retirement, alongside reassurance when discussing financial affairs. Problems are described as handled promptly, with communication before and after work praised and the team doing what they promised.

Investment service

Reviews

Reviews are taken from publicly available sources.

L
Linda18 May 2026

Having used Gary for 12 years now for pensions and investment advice, we can say we are very pleased with the overall growth rates his advice has obtained. He has always been available for the occasional phone call for advice when required.

AM
Andy M24 March 2026

Gary provided exceptional personal service, along with insightful advice and great foresight. I wouldn’t hesitate to recommend Opal.

TB
Terry Bailey20 March 2026

I would recommend Opal Weath Management service, I was recommended to them by my brother who has used them for years, Gary Stanfield was his financial advisor and luckily we go Gary to. I am at Retirement age and it i like a mined field to understand options of purchasing annuities to gain an annual income. Gary came to our house, he went through all the options in a way I could understand, there was no pressure at any time and if I didn't feel like going ahead with any of the plans I didn't have too. We only paid once we agreed to go ahead. Gary regularly keep me updated at ever stage. Highly Recommended Mr T Bailey Solihull

AR
Andrew Rowley19 August 2023

I Needed some advice on what to do with some old and current pensions. After a great chat Gary clearly knows his business and dealt with the pension providers for me to ascertain my position. I Came out with a much clearer picture of our financial future. I would recommend Gary to anyone needed help with financial planning.

MS
Mark Smith9 March 2023

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.

SC
Stephen Cockayne7 March 2023

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.

PJ
Paul Jennings1 February 2023

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.

Financial advisers in Wolverhampton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Wolverhampton are compared.

RankProviderRatingReviewsOpen Sat.
1Personal Financial Matters Limited★ 5,068No
2James Gregory Financial Ltd★ 5,065No
3Opal Wealth Management (this page)★ 5,048No
4Midlands Investment Agency★ 5,040No
5Howard Wright Ltd★ 4,955No
Contact
+441902712615www.opalwm.co.uk38 Waterloo Rd, Wolverhampton WV1 4BL