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.
I have used Optimum for many years and were very helpful this time in setting up a new mortgage arrangement. 10 out of 10, well done all.
Optimum have been a pleasure to deal with throughout the whole process. They have saved us a lot of time and stress. Many thanks.
Optimum have been great; providing up-front, honest and prudent advice from the first appointment as well as providing clear and conscientious communication throughout the process.
Having both retired in the last few years we sought advice on pensions and investments. Optimum offer excellent sound advice and performance in both areas. We recommend them to others.
Optimum have always provided me with a first class service and I have dealt with them for a number of years and been provided with great mortgage offers and pension plan.
Financially, I have benefitted greatly from Optimum’s financial advice with my general investments and my pensions. Additionally, they have given me peace of mind, they always treat me as though I am their only client.
A truly professional outfit offering sound comprehensible advice. Pleasant, knowledgeable and fair to deal with, I’m confident that my investment is in good hands.
Engaging the services of Optimum has proved to be an extremely wise decision with our investment plans. They are a diligent and reliable company, ensuring our investments are closely monitored and rebalanced in order to provide a good return.