Optimum Independent Financial Advisers
Optimum is a fully authorised and FCA regulated independently owned financial adviser firm, established in 1995. Providing bespoke financial advice to both Private and Business clients we are vehemently committed to our independent status to ensure we can advise our clients without bias, prejudice, influence or pressure.
Client centric and committed to providing an unrivalled service
Optimum’s business ethic is founded on treating customers fairly and building long term client relationships as a result. The core ethic of the firm is encouraged by the Directors and shared by all members of the team and that ethic is to treat clients in an open and fair manner and in a way that we would expect to be treated ourselves.
Based in modern offices in St Peters Court, Colchester, just outside the town centre we offer financial solutions to private clients, business owners and professional connections on all aspects of financial planning and investment management.
Consultation
Initial meeting offered entirely at Optimum's expense and without obligation. All meetings are managed with integrity and held in private client meeting rooms. Free client parking is provided directly outside our office.
Advice
Highly qualified advisers, with Chartered Financial Planners and specialists in all aspects of financial advice, to identify clients needs and advise on how to achieve ones individual goals and objectives.
Transparency
Recommendation reports and fees presented in a clear and open manner. No fee will ever become due without prior agreement and be explained with clarity as to what service should be expected in return.
Relationship
Personal circumstances are not linear, Optimum have been providing ongoing services and reviews to clients, for over twenty years, in order to ensure financial arrangements continue to remain appropriate.