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for independent advice, call us on 01296 632624
or email us at info@optimumifa.com

About Us

The major financial decisions you make could have significant and life changing consequences.

At Optimum we provide impartial, unbiased and objective financial advice but crucially also recognise the importance in an ever changing financial world of long term, ongoing assistance and guidance to help you plan for the future.

Our highly qualified advisers pride themselves on providing a friendly, personal service to guide you through the financial planning maze. Whether you are looking for financial security for your family, seeking to build an investment portfolio or creating a tax efficient retirement strategy we have the expertise to provide you with the most appropriate advice for your situation.

CIIOptimum has recently been awarded the prestigious Chartered Financial Planners designation
by the Chartered Insurance Institute (CII)

Click Here for more information on Chartered Financial Planning.

 

Consultant Profiles

We have our own specialist team of highly qualified financial advisers with many years experience.

tempRobert Williams APFS
Chartered Financial Planner/Director

CII Qualifications
- Advanced Diploma in Financial Planning
- AF5 Financial Planning Process
- CF2 Investment & Risk
- G20 Personal Investment Planning
- G60 Advanced Pension Planning
- CF9 Pensions Simplification
- J04 Pension Funding Options
- J05 Pension Income Options
- G10 Taxation & Trusts
- CF6 Mortgage Advice & ER1 Equity Release
- CF8 Long Term Care Insurance
- R08 Pensions update

Robert initially trained as an investment portfolio manager & has over 25 years financial services experience including 10 years as a senior consultant with Prudential before progressing as an independent adviser in 2001 when he set up Optimum with Tim.

Specialising in the review of investment portfolios & pensions he has continued to develop his technical skills through numerous Chartered Insurance Institute qualifications and now holds the coveted Chartered Financial Planner status.

Robert is married with two children Lucas & Talia. Interests include most sports including a round of golf (young family permitting!)


tempPeter Scagell DipPFS
Independent Financial Adviser

CII Qualifications
- Certificate in Financial Planning
- Financial Planning Certificate 1,2, & 3
- CF9 Pensions Simplification
- CF6 Mortgage Advice & ER1 Equity Release
- R01 Financial Services, Regulation & Ethics
- R02 Investment Principles & Risk
- R03 Personal Taxation
- R04 Pensions & Retirement Planning
- R08 Pensions update

Peter's background is quite diverse having started in the motor trade he moved into retail and then estate agency, rising to Area Manager and becoming Fellow of the National Association of Estate Agents. He joined the Prudential as a senior consultant. Success here spurred him on to becoming an IFA in 2001 initially with another firm and then in 2004 he rejoined his former colleagues, who had formed Optimum Solutions.

Specialising in the review of investment portfolios & pensions he studies economics, markets and trends whilst continuing to develop his technical skills through the Chartered Insurance Institute.

Peter is married with two grown up children. His interests revolve mainly around travel and motor sports from club level to Le Mans.

tempTim Field APFS
Chartered Financial Planner/Director

CII Qualifications
- Advanced Diploma in Financial Planning
- AF5 Financial Planning Process
- CF2 Investment & Risk
- G60 Advanced Pension planning
- CF9 Pensions Simplification
- J04 Pension Funding Options
- J05 Pension Income Options
- G10 Taxation & Trusts
- CF6 Mortgage Advice & ER1 Equity Release
- CF8 Long Term Care Insurance
- H15 Supervision & Sales Management
- R08 Pensions update

Tim has over 25 years financial services experience including 7 years as a Financial consultant and 7 years as a manager with Prudential before progressing as an independent adviser in 2001 when he set up Optimum with Rob.

Tim is a member of the Personal Finance Society & was awarded the coveted Chartered Financial Planner status in January 2010. He is also responsible for regulatory compliance within the firm.

Tim is married with two daughters & a son. Interests include most sports, especially playing football, still making the odd appearance for Thame United reserves. He is also a keen musician.

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