We cover the whole market and are not tied to any particular banks, insurance or financial firms. We can therefore focus exclusively on ensuring that our clients get exactly the right financial services and products they need to best meet their financial aims.
Optimum are long standing holders of the prestigious Chartered Financial Planners designation awarded by the Chartered Insurance Institute (CII). Click Here for more information on Chartered Financial Planning.
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Nowadays, investors have much more flexibility when it comes to deciding how and when to take their benefits. Whilst such retirement choices offer undoubted greater flexibility it is even more important to seek professional guidance when making these decisions as such action will affect your income for the rest of your life.
There are many different ways to grow your wealth from aiming to ensure you receive the best rates for short term cash management to a more complex undertaking of creating an investment portfolio to grow your wealth for the longer term.
Estate planning may be as straightforward as revisiting your will or making sure one is making best use of the available exemptions through to more complex solutions such as passing assets to beneficiaries using a trust, or perhaps setting aside a legacy for the grandchildren’s future education or housing costs.
An emotive subject which is often over looked, protection should be one’s first priority and provide the bedrock of any financial planning. A review of your personal circumstances taking account of any existing personal or work related provision will be key.
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Optimum Solutions IFA Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England No. 4234046. FCA Registration No: 430239
For more information on FCA visit their consumer website Click Here.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
If you have a complaint or dispute with us and you are not satisfied with our response you may be entitled to refer it to the Financial Ombudsman Service. Please see the link for further details: http://financial-ombudsman.org.uk/
Optimum Solutions IFA Ltd
Registered Address: 23 High Street, Tring, Herts, HP23 5AH Tel: 01442 890945 Email: info@optimumifa.com
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