Optimum Independent Financial Advisers was founded by Gary Naylor in January 1995, subsequently joined by fellow Directors John Arrowsmith and Tosh Naylor, the firm has grown via recommendation and reputation to be one of the largest and pre-eminent independent adviser firms in the Colchester and surrounding area.

With advisers amongst the highest qualified in the industry, being supported by a dedicated and experienced administration team, we are proud to have been offering ongoing holistic and bespoke independent financial advice to both private and business clients for well over twenty years. In the process we have advised and assisted different generations of families and successions of business owners.

Having established long term professional connections with many local Solicitor and Accountant firms we are able to offer integrated and complementary advice to our mutual private and corporate clients.

Treating customers fairly is and has always been at the heart of our business and is considered in every business decision we make. Our advisers are employed by the firm and do not work on sales targets or commission. The core values of integrity, honesty and transparency of the firm is encouraged by the Directors and shared by all members of the team. In short ‘we care’.

Determined to not sit on our laurels or to take anything for granted we continually strive, without compromise, to provide an unrivalled client experience.

In 2018 we moved to our new larger modern offices in St Peters Court, Colchester complete with state of the art industry technology and contemporary surroundings thereby giving us the perfect environment to expand and enhance the services we can offer to both existing and new clients.

Client documents

Client Fee Agreement & Initial Disclosure Document Mortgages & Protection Client Fee Agreement

Optimum Principles

Team