Optimum is a fully authorised and FCA regulated independently owned financial adviser firm, established in 1995. Providing bespoke financial advice to both Private and Business clients we are vehemently committed to our independent status to ensure we can advise our clients without bias, prejudice, influence or pressure.
Optimum's business ethic is founded on treating customers fairly and building long term client relationships as a result. The core ethic of the firm is encouraged by the Directors and shared by all members of the team and that ethic is to treat clients in an open and fair manner and in a way that we would expect to be treated ourselves.
Optimum's business ethic is founded on treating customers fairly and building long term client relationships as a result. The core ethic of the firm is encouraged by the Directors and shared by all members of the team and that ethic is to treat clients in an open and fair manner and in a way that we would expect to be treated ourselves.
Services
With advisers amongst the highest qualified in the industry, being supported by a dedicated and experienced administration team, we are proud to have been offering ongoing holistic and bespoke independent financial advice to both private and business clients for well over twenty years. In the process we have advised and assisted different generations of families and successions of business owners.
Investment is not just about picking a product. We discuss and consider an individual's concerns and objectives before devising a bespoke investment strategy to help achieve personal financial goals. Retirement planning is vital for all phases of life. We can advise with pension planning from setting up a pension plan, to managing ongoing pension investments, all the way through to and in to retirement.
Investment is not just about picking a product. At Optimum we discuss and consider an individual's concerns before devising a bespoke initial investment strategy to help achieve personal financial goals. We then continue working with our clients on an ongoing basis to ensure their investments continue to be reconciled with an appropriate level of risk and arranged in the most tax efficient manner.
Retirement planning is vital for all phases of life. At Optimum we can advise with pension planning at all stages. From setting up a pension plan for the first time, to managing ongoing pension investments, all the way through to advising on the options available with putting the most appropriate retirement plan in place and indeed then even many years beyond.
Security against an unknown future is essential. It's important to consider the risks and be prepared if things in life don't go according to plan. Protection planning, which encompasses a wide range of products including life/critical illness cover and income protection, is often an overlooked area, although in many circumstances, it should be a high priority.
Reviews (1)
Ann Kurra
Jun 28, 2020
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A really first class company with kind caring staff. I was amazed at the remortgage deal Mark was able to negotiate for me on my interest only mortgage given my age. He was even able to consolidate some additional debts with my new loan. The process, the reasoning, and the charges were all clearly explained. A dedicated member of the office staff helped with documentation and form filling, giving much needed reassurance at each step of the way. The whole service went above and beyond all expectations. Thank you Optimum, your advice has been life changing.
