Optimum continues to give a first class service. Over time we have recommended Optimum to several friends who also have rated the company as first class.
Everyone with whom I have had contact at Optimum has been very friendly and approachable, as well as being extremely knowledgeable and helpful. I feel that my best interests are at the forefront of all the advice I have received. I have been advised regarding certain financial issues that I never realised I had, which has given me the opportunity to address them myself, where possible. I am more than satisfied with the service I have received.
Excellent can’t fault this company, have already recommended family and friends and would continue to do so.
As per usual Optimum have been extremely professional and understood about all the dealings with my yearly review. We are very happy with the information we have received from you and look forward to our continued partnership. Thank you once again.
Whoever I speak to at Optimum has always been helpful, friendly, efficient and a pleasure to be in touch with. That is why I recommend them to family and friends.
Always helpful and knowledgeable about the financial markets and able to relate that to my own financial circumstances. Excellent!
I have always received friendly, immediate, and sound advice with extremely efficient administrative follow up from all relevant members of Optimum’s team and have recommended Optimum’s services to all my friends.
Although my interaction has often been once or twice a year it is always a pleasure speaking to Tosh. He’s able to ask the right questions and I’ve developed a good understanding and confidence with my investments as well as managing my money outside them. I know that when I need more detailed advice and planning as life gets more interesting, Tosh (and Optimum) will be there to help.
Always a great experience to communicate with all the staff.
Brilliant service all round. Excellent advice.
I have total confidence in every way Optimum manages every aspect of my financial affairs and the advice given.
Thoroughly professional and objective, but relaxed friendly and informative.
Optimum continues to be Very Good, and I personally regard John Arrowsmith as a friend, not just a Financial Advisor.
Optimum does what it says on the tin. Excellent advice always given.
I am extremely happy with Optimum and would recommend them to anyone. Stephen and Gary are always very quick to answer my questions no matter how large and I value their advice! Sophie is also extremely helpful throughout the process!
As someone with no great financial experience, your advice was easy for me to understand and allowed me to consider how best to manage mum’s financial affairs. I would like to thank you for getting back to me so quickly after my initial enquiry, and for explaining the considerations so well. It really has helped enormously and I would have no hesitation in recommending your services.
Really pleased with whole service and thanks for all your advice and support.
Stephen, annual review report is brilliantly detailed and really interesting. Thanks so much for your continued diligent support, I never really noticed how carefully the funds and the pension are managed as you go along.
I’m sure there’s other clever things you’re doing, thanks again for your continued careful management of my/our finances.
Always given sound advice, in language that is understood.
Have always found the service and advice given by Optimum to be excellent and this year was no different other than the fact that it had to be dealt with remotely due to pandemic. Look forward to continuing my dealings with Optimum in the future.
Very supportive to myself and husband during which is a difficult personal time.
Helpful, supportive and professional as ever.
As a new client I have experienced an excellent introduction to the world of financial investment in the stock market. The whole approach from Optimum has been transparent, honest , friendly and responsive. I am grateful for this introduction and look forward to many years of sound and supportive financial advice.
We were very pleased to have Rick involved once again. We feel he knows our needs and attitudes pretty well and has helped us make a good transition from long term to retirement financial planning. His skills have maximised our savings and the professional efficiency and approachability of the firm gives us confidence that we are in safe hands.
Very pleased with the service and like the approach which provides me with a greater understanding and more confidence. very pleased to have made the move to Optimum.
All elements of the investments are carefully explained and any questions answered in a considerate manner.
I am very appreciative of the continued and on-going personal service which i have always received, this gives me confidence and peace of mind concerning my finances. Thank you all so much.
Am not terribly au fair with stocks snd shares but if I have any queries or need help? This is always immediately available.
Always very professional and staff a pleasure to talk to.
Always helpful and understanding.
Excellent, personal service and advice, as usual.
Thorough and friendly.
Responsive, understanding and professional.
Very satisfied with the service received from all members of staff.
Optimum have consistently provided excellent service. John has really taken the time to talk through and understand our attitude to investment and has provided gentle but very reasonable ‘challenge’ to some of our less defensible leanings. He has steered us to a mix of investments that gives us what we need – and has managed to keep us comfortable with the process. All the other members of the Optimum team with whom we have had dealings have always been really friendly, helpful and professional. This massively helps to make our dealings with Optimum much more efficient and a lot less stressful. Thanks all!
Thank you John I very much appreciate your measured and trustworthy advice as always.
Nice to deal with established business contacts and a team behind them.
First class, knowledgeable, professional and friendly service. Excellence in every department!
I think your service is very good and helpful.
Optimum gave me and my wife peace-of-mind in all matters.
I was originally introduced to Optimum by my accountants and immediately trusted John when he told me I didn’t need his services! I recommended Optimum to my parents in law who immediately started to use them for IHT planning and my wife and I started to use Optimum when we retired. We have recommended them to other members of our family and would not hesitate to recommend Optimum to anyone who needs financial advice of any sort. Very friendly and always helpful.