EMAIL US

Bookmark and Share

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

  • Tax Planning
  • Pension Planning
  • Investment Planning
  • Protection Planning

What we are good at:-

Optimum has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Working together with you and your other trusted professionals such as accountants and solicitors we offer our services to existing and new clients alike.

 

Advice areas

INVESTMENTS

Ethical investments

Investing for income

Investment trusts

ISAs

OEICs

Offshore investments

Wealth management

Investment strategies

Unit trusts

 

 

 

PROTECTION

 

 

Critical illness

Mortgage protection

Income protection

Life assurance

Long term care

 

 

 

 

PENSIONS

Annuity purchase

Auto enrolment

Pension consolidation

Income drawdown

Pensions & divorce

Pension & retirement planning

Existing pensions review

Pensions transfer

Sipps

     

SAVINGS

Lump sum

National savings

Regular savings

Savings for children

School fees planning

 

     

TAX & TRUST PLANNING

 

 

Capital gains tax

Estate planning

Trust review service

Income tax

Taxation planning

 

 

 

 

BUSINESS

 

 

Corporate pension

Employee benefits

Group critical illness

Group income protection

Group life insurance

Group pensions

Partnership & Directors
share protection

Key person business
protection

 

 

 

Download our Digital Magazine

coverTo download the latest issue of our digital personal financial magazine eSmart Money please click on the button below.

download

Latest Financial News