Optimum Independent Financial Advisers Limited
Initial consultation free
Independent
Independent financial advice 'without bias, prejudice, influence or pressure'
We can advise you on
Clients
helped
174helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Gary Naylor
Managing Director
Mr Tosh Naylor
Director & Chartered Financial Planner
Mr Stephen Biggs
Financial Planner
Mrs Georgina Kitteridge
Chartered Financial Planner
What our clients say
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Frances S
I have been consistently happy with Optimum’s service over many years. The information provided, both oral and written, is always clear and concise and I feel able to ask ‘silly’ questions without...
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Alan H
I am completely relaxed about my financial affairs because I have complete faith in the service which the members of Optimum provide.
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Peter D
Perhaps some cake as well as coffee at the next review meeting. Otherwise the arrangements were flawless and the banter superlative!
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Barri H
I am completely relaxed about my financial affairs because I have complete faith in the service which the members of Optimum provide.
js
Julie S
I fully trust Optimum with my money. He is very friendly and not at all pushy. He understands our goals and advises accordingly. I know I have to pay for Optimum’s services but I feel that it is...
jc
James C
I am able to talk frankly with my advisors to determine what’s best for me, however the final decision is always mine.
Legal information
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