Independent Financial Advisor in Aylesbury

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About our service

At Optimum we provide impartial, unbiased & objective financial advice but crucially also recognise the importance in an ever changing financial world of long term, ongoing assistance & guidance to help you achieve your goals.

Independent financial advice is only as good as the people who provide it. We have our own specialist team of highly qualified financial advisers with many years experience. 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 the answer.

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.

• Investment & savings strategies
• Pension Planning inc Personal/& Stakeholder Pensions, SIPP’s, existing pension review service, pensions and divorce
• Retirement Options inc Annuities & Income Drawdown
• Children’s Savings/School Fees Planning
• Family Protection inc life cover, protection against critical illness, income protection
• Tax Planning & Mitigation inc trust review service
• Inheritance planning
• Long Term Care

Optimum has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Please refer to our website for more details.

How we charge

We are happy to accept that we need to invest some time to establish whether we can assist & crucially, provide you the opportunity of deciding whether Optimum has the necessary experience & expertise & are the sort of people you can do business with.

There is no charge for an initial meeting & no obligation on either side.

Once we have an idea of your intentions & therefore what work is involved we shall confirm the cost of providing our advice.

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