OPUS Independent Financial Planning Limited

Reference number: 529492

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Opus Business Pensions
  • Opus IFP
  • RD Financial Planning

Company details

From the company's Companies House record.

Company number
07304649
Company status
Active
Company type
Private limited company
Incorporated
5 July 2010 (16 years old)
Registered office
1 Coleshill Street, Sutton Coldfield, West Midlands, B72 1SD, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Benjamin James Rees Director Mar 1982 5 Jul 2010
Oliver Simon Codrington Director Jan 1980 1 Jul 2021

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Denehall Wealth Management Limited
  • Opus Investment Management Limited

Names it no longer trades under

This firm has retired 13 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Bailey Richards Independent Financial Planning
  • Fuse Three Insurance
  • Napier Sterling Private Office
  • Napier Sterling Wealth
  • Nephos Wealth
  • Opus Asset Management
  • Opus Bailey Richards
  • Opus Group
  • Opus Portfolio Management
  • Opus Wealth Management
  • PSM Wealth
  • Richards Johnson Independent Financial Planning
  • The Opus Group

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is OPUS Independent Financial Planning Limited FCA authorised?
Yes, OPUS Independent Financial Planning Limited (FRN 529492) is authorised by the FCA to carry out regulated activities.
Is my money safe with OPUS Independent Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about OPUS Independent Financial Planning to the Financial Ombudsman Service, free of charge.
Is OPUS Independent Financial Planning a scam or clone?
OPUS Independent Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is OPUS Independent Financial Planning's Firm Reference Number (FRN)?
OPUS Independent Financial Planning's FRN is 529492. You can verify it on the FCA register.