Showing you new ways of looking
at your money
Making sense of the financial world is harder than ever.
Attempting to build up sufficient capital to create a comfortable and
secure life for yourself and your family, then sustain it for many years to
come, is challenging. You’ve probably done the sensible thing and sought
professional advice to help solve the problem – only to feel that
something is still missing?
Because, amidst all the advice about investments and products,
the basic principles of realistic money management have somehow been lost.
As advocates of sound financial planning our approach is different.
We are interested in your story, who you are, how you got to where you
are today, and the kind of future you want – everything but
investments and products.
Once it becomes clear what your aspirations are we’ll share
with you some interesting ideas to help you achieve them.
Simple, prudent and proven ideas you may not have come across before.
Is our approach really that unusual and that much better?
Please take a little time to read my own story and those of our clients.
We guarantee it will get you thinking!
Operii Financial Planning LLP is authorised and regulated by the Financial Conduct Authority.
FCA Registration No: 477194. Registered office, 45 Oakfield Road Clifton, Bristol, Avon. BS8 2AX.
Registered in England & Wales. Companies House No OC331058
The Financial Conduct Authority does not regulate all areas of tax planning,
estate planning or IHT planning.
Please remember with investment your capital is at risk.
The value could go up and down and you might get back less than you invest.
Past performance is a guide not a guarantee of future performance.
Government changes to taxation and legislation often affects
returns and income.
Showing you new ways of looking at your money
Making sense of the financial world is harder than ever.
Attempting to build up sufficient capital to create a comfortable and secure life for yourself and your family, then sustain it for many years to come, is challenging. You’ve probably done the sensible thing and sought professional advice to help solve the problem – only to feel that something is still missing?
Because, amidst all the advice about investments and products, the basic principles of realistic money management have somehow been lost. As advocates of sound financial planning our approach is different. We are interested in your story, who you are, how you got to where you are today, and the kind of future you want – everything but investments and products.
Once it becomes clear what your aspirations are we’ll share with you some interesting ideas to help you achieve them. Simple, prudent and proven ideas you may not have come across before. Is our approach really that unusual and that much better?
Please take a little time to read my own story and those of our clients. We guarantee it will get you thinking!
Operii Financial Planning LLP is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 477194. Registered office, 45 Oakfield Road Clifton, Bristol, Avon. BS8 2AX.
Registered in England & Wales. Companies House No OC331058
The Financial Conduct Authority does not regulate all areas of tax planning, estate planning or IHT planning.
Please remember with investment your capital is at risk. The value could go up and down and you might get back less than you invest. Past performance is a guide not a guarantee of future performance. Government changes to taxation and legislation often affects returns and income.
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