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In the financial world, sometimes things are not always as they seem. One such case making the headlines more recently surrounds Opes Financial Planning Ltd, an Independent Financial Advisor firm. But as more information becomes available, the situation grows murkier.
If you recognise any of the names mentioned here and believe you might have been adversely affected, it's imperative to reach out. At CP Financial Claims, we're here to guide you through the intricate details of these failures and provide solutions tailored for your situation.
Opes Financial Planning Ltd was established on 15 September 2010. Over the years, it operated under the trading name 'Money Advice Partnership Ltd', an identity it adopted from 07 Oct 2010 and maintained until 01 Aug 2016.
Yet, the firm's journey wasn't without its challenges. An extraordinary resolution on 17 January 2020 declared the winding up of Opes Financial Planning Ltd. This was followed by the final account presentation before its dissolution in a Creditors' Voluntary Liquidation (CVL) on 03 March 2023. The tale culminated with the company's dissolution on 03 June 2023, officially documented in the final Gazette following its liquidation earlier on 09 July 2020.
Two directors were appointed on 15 September 2010, were directors of the firm. One remained consistent in his position, and the other took a step back, resigning from his position on 7th April 2014.
When delving into the controversy surrounding Opes Financial Planning Ltd, a few investment names emerge repeatedly: Store First and Park First. It's important to note that these aren't exclusive to Opes. Complaints have been registered against various financial advice firms, including Moneywise Financial Advisers Ltd and Archer Bramley.
The crux of these complaints? Allegations revolving around advice provided for pension transfers to invest in ventures like Store First, particularly through Self-Invested Personal Pensions (SIPPs).
Diving deeper, several pension providers have surfaced in connection to this controversy:
If any of these names sound familiar, it's vital to scrutinise any associated investments or pension transfers and consider seeking guidance.
While many details have come to light, it's clear that the full picture around the Opes Financial Planning Ltd scandal remains incomplete. New revelations are expected as investigations deepen, and what's known today might only be the tip of the iceberg.
For those affected or suspecting they might have been involved indirectly, this is the moment to act.
Here at CP Financial Claims, we specialise in navigating the complexities of such cases. With our expertise, we can help assess your situation, advise on potential mis-sold claims, and provide the support necessary to ensure you're rightly compensated.
If the names Berkley Burke, Carey, Taylor Made, Montpelier SIPP, Lifetime SIPP, Store First, or Park First ring a bell, or if you had any dealings with Opes Financial Planning Ltd, don’t stay in the shadows.
Submit your details via the form below for a free, no-obligation chat.
You are not obliged to use our service. It is possible for you to present your claim for free, either to the firm, or person against whom you wish to complain, or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.
