Charlie Hunter
Chartered Financial Planner
Opa Wealth Management
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Contact My Office
About Me
I am a Lifestyle Financial Planner and the Managing Director of Opa Wealth Management Ltd. Joining St. James’s Place Wealth Management in July 2018.
I have more than 26 years of experience in the financial services profession. I specialise in retirement planning for individuals as well as working with business owners and helping develop their business exit strategies.
Exit Strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place
ABOUT US
Opa Wealth Management Ltd strives to provide complete clarity and peace of mind by delivering personalised lifestyle financial planning advice to give clients confidence for their desired lifestyle both now and in the future.
OUR SERVICES
Retirement Planning
Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your retirement planning and achieving your goals.
Investment Planning
Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals and future financial well-being.
The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested.
Protecting Your Estate
Inheritance tax (IHT) is catching more people than ever before.
HMRC takes enough throughout your lifetime so make sure your financial plan includes mitigating IHT ensuring your loved ones receive your legacy.
The levels and basis of taxation, and reliefs from taxation, can change at any time and are generally dependant on individual circumstances.
Protecting You and Your Family
What happens if you die or get ill?
Working with carefully selected providers, we offer an extensive product range including:
- Life Cover (including Term Assurance and Whole of Life)
- Critical Illness
- Income Protection
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