Since January 2021, via our client satisfaction questionnaire, we have asked every new client that has approached us for financial advice, and existing clients at their review: Based on your experience, how likely is it that you would recommend Optimum to family and friends, if they needed to see a financial adviser? – Since then, 255 clients have kindly taken the time to reply, and we are proud to say that of those, 241 have answered ‘without hesitation’ and the other 14 have answered ‘probably’. The testimonials below are additional ‘own words’ comments that some of our clients have also left. 23rd May 2022
A great service tailored to the individual needs of the client. Always easy communication and explanations.
John’s provision of excellent information and guidance over the years, has helped us to enjoy our retirement as we feel confident our investments are safe with Optimum. Whenever I call, the telephone is answered quickly or if I leave a message there is a quick response from the team. This year I suddenly needed some advice and although John was on holiday there was no problem as Gary stepped, listened then provided me with the relevant information. In this situation it was reassuring to have a team of people like this with the experience and knowledge to help you.
Excellent all through. Nothing to add!!
All my dealings with Optimum have been handled in a friendly professional manner. This provides confidence and reassurance in our investment making decisions. Thank you.
I am a cautious investor and as such always worry in the back of my mind that I don’t physically have this money. I am always reassured during my calls of what is happening.
Personal interest with professional care.
Always friendly helpful and warmly met by all the members of staff, either in person or on the phone. Have always recommended to family & friends. I know I am in safe hands and that means a lot.
The staff at Optimum whether over the phone or via e-mail have always responded very promptly with any queries or organising appointments etcetera. The annual review is very good in catching up with the markets be it good or bad, always explained very well and the report is very thorough including all aspects of items discussed, so much so that the details of the review are so accurate one wonders if a recording was taken of the meeting. Overall as usual excellent service from Optimum IFA.
Georgina provided an excellent review and service. Would strongly recommend to anyone.
Good job done.
Excellent and well informed service as usual, many thanks.
Always respect John’s advice.
A very professional service with outstanding customer service. I am not confident in managing my finances but I do have the confidence in our advisor.
Steve understood what we wanted and explained everything in a language my wife and I understand.
The advisor knows his business and is well supported by a great team.
It was good to deal with an advisor I had known for a number of years. I have a good feeling about my transfer to Optimum.
Always good, sensible and sound advice from John which is always appreciated but especially so in these financially volatile times.
Rick Patmore is very open to wide ranging discussions on what my aims & wishes are, gives good sound advice, and is highly professional in all circumstances. I rate him very highly.
Always friendly knowledgeable and helpful. Takes time to tailor everything to our needs.
Always nice to speak to John and to receive his good advice!
Since initially contacting Optimum we have been treated with respect and our attitude to investing was explored and it was agreed where the necessary investments would be made. Overall I feel we have had excellent service and at our yearly review our investments were fully discussed. Would certainly recommend and give 5 star review.
I really appreciate the clarity with which everything is presented and explained.
I have always found Rick to be very professional and fully understands our current needs and future requirements.
I am very happy with the excellent service I receive from Optimum year after year and can feel confident that my investment is being well looked after. The staff are always helpful and extremely pleasant.
Really happy with everything, keep up the good work guys.
More than pleased, thank you.
I have always enjoyed a good relationship with you and find that Rick Patmore very personable and most helpful.
I have been very happy with both the service and the manner in which communication and information is imparted. Overall I have every confidence that my money is well managed and that I am kept informed as and when appropriate.
I consider that the service provided by Optimum throughout the years we have been with them has been faultless and we appreciate how much support we have been given to understand our options available and relevant variables; this has been presented to us in full both during meetings and within the follow up reports for our guidance. We do appreciate that the language used is uncomplicated even though the options may be complicated. Everything is explained to is so that we fully understand before making any decisions. We are always treated with courtesy by all the staff and especially our adviser John. Many thanks.
All of the staff are extremely friendly and helpful. My financial advisor explains everything really well and answers any questions that I have in a way that I understand. Thank you.
Morning meeting with coffee, but no bacon roll.
Director’s comment: We will look to put this right at your next annual review!
We have always found Optimum to be thorough, extremely reliable and trustworthy, and the staff are always very friendly and helpful. Over the years we have recommended Optimum to a number of people and will continue to do so.
Stephen is always very good at presenting the facts allowing good decisions to be made. It is always a pleasure talking and chatting to him. Many thanks again for your excellent service. Terry
Very satisfied with the service given and feel happy with the explanations in support.
Everyone I have dealt with at Optimum has been friendly and professional and have provided a great service.
I’ve always appreciated the level of service received and will continue to do so in the future.
I am very happy with the service I receive.
I am very happy with Optimum taking care of my investments. I have full confidence that my money is safe. This is important to me.
Always helpful whoever you speak to and always come back to you as promised.
My experience with the services and the people is very reassuring. I feel understood and well advised.
You were recommended to me and I have always been grateful for that recommendation. I’ve been exceedingly happy with my advice and investment performance. Thanks
Very happy with the service you give me.
Help and advice was great, any worries are explained and put my mind at rest.
Optimum has given my wife and I a decent income over several years. We are more than happy with your services. Thank you.
Very helpful and friendly advice given in such a way it could be easily understood and listen to our comments on the way.
As I have known Gary for many years I have always trusted his advice and will do so in the future.
We have worked with John for a number of years, both professionally and personally, and we are happy to recommend him to both clients and family. John is very approachable and offers sound financial advice in a calm manner. The Optimum team are very efficient and friendly.
Continuing excellent and personal service.
I’ve always been very content with Optimum staff and services.
I look forward to seeing our adviser, knowing he is always honest and up to date.
Never had a problem from day one. Excellent service and nothing but friendly from all the staff.
Nothing further to add, more than satisfied.
Excellent and professional service as always.
It is good to have face to face meetings to go through my portfolio. At my age computers are good but I still value the personal touch.
Definitely rely upon Rick to guide me.
John’s attention to my personal situation is very reassuring.
I have been a client of Gary’s since day one when he opened Optimum for business and have always found Gary very honest and knowledgeable in his advice to me. Over time Gary has built a team of very helpful, friendly and knowledgeable staff. May it long continue.
The main thing that always comes to mind when talking about my investments is trust, I have the upmost trust in the advice and guidance given, that goes a long way in providing me with piece of mind.
I have been with Optimum for some time and have always been very satisfied with the advice my advisor has given me.
We find all our dealing with your company and Stephen Biggs very helpful and friendly and appreciate the care taken with our account.
They are extremely trustworthy and have made my investment earn much more interest than I could have made without them.
Friendly and professional.
I am truly grateful for your continued advice, it means a lot to me and as I said, I do feel the benefit of the portfolio and on going support, so many thanks again!
All staff have been very friendly and approachable and responded quickly to any queries / actions required. Our financial advisor is also very approachable and knowledgeable and takes time to check our level of understanding. Thank you.
Highly recommended for all.
Always feel confident when dealing with Optimum that the level of competence and professionalism is of the highest standard.
I have known Rick Patmore for over thirty years and he has acted for me for almost as long. Rick saw me for our annual review at an awful time for him personally but that is the service and commitment one gets from him. It is why I never do have any hesitation in recommending him to my clients.
We continue to be extremely happy with the service provided by Optimum. Many thanks.
I have always been impressed with the service Stephen Biggs offers. He is thorough and explains everything in great detail. He is also open to discussion and I have total confidence in what he advises. The back up administration from the office complements the overall service.
Any contact is quick and easy. John’s knowledge of products is also very good.
I am very happy with the current level of service and would recommend to anyone.
The service is very good and everybody is always very friendly and approachable.
All good. No further comments.
I was very pleased with our telephone conversation.
The service / response and support received is second to none. Fantastic group of people run by a very experienced leadership team.
I have been consistently happy with Optimum’s service over many years. The information provided, both oral and written, is always clear and concise and I feel able to ask ‘silly’ questions without fear of being patronised or buried in jargon. The administrative support too is prompt, helpful and accurate.
I am completely relaxed about my financial affairs because I have complete faith in the service which the members of Optimum provide.
I have been an Optimum client for many years now and I would not think of changing.
Tosh is excellent, he always responds comprehensively and timeously to any queries I may have.
I fully trust John with my money. He is very friendly and not at all pushy. He understands our goals and advises accordingly. I know I have to pay for Optimum’s services but I feel that it is money well spent. They do all the hard work and I just watch it grow (hopefully!) on my App.
Just a very short note to acknowledge your letter of 12th August and to say how pleased we were with the result of the investment management on our behalf. It was far better than we anticipated. Fingers crossed that things continue in the same way!
Rick Patmore has been dealing with our finances for many years. Always a pleasure to see him.
I have always found the experience very good and felt extremely happy with the help I have been given when I did not understand everything. Gary has always been easy to work with and I think he has always given sound advice. I wish him well for the future.
As we now no longer live in Colchester and due to the current situation due to Covid all our contact is now over the phone or email. Always prompt in dealing with our questions, polite and knowledgeable. John is always clear and honest with what he suggests we do with our money. Pleased with our returns.
Perhaps some cake as well as coffee at the next review meeting. Otherwise the arrangements were flawless and the banter superlative!
Difficult to talk in the detail we have become used to over the years during much briefer telephone appointments. This is the fault of the pandemic not Optimum.
I am able to talk frankly with my advisors to determine what’s best for me, however the final decision is always mine.
A very good company to deal with and feel quite safe in their hands.
We have great confidence in our dealings with Optimum, we appreciate the patience with which we are dealt and the support we are given to make decisions. Our attitude to risk taking has been strengthened. We have already recommended Optimum to others!
The meeting went smoothly and in a friendly way.
Feel very reassured that we have our money in a safe portfolio with Optimum. Always there when needed. Can’t recommend highly enough.
Excellent professionalism all round – especially no-nonsense valuable tailored and open advice without trying to continually push/sell other services. Staff and communications always clear and professional.
Rick is extremely knowledgeable, kind and patient and never makes me feel silly if I don’t understand something.
As an ex financial adviser I am completely satisfied with the service and sound advice that Rick Patmore always gives to my wife and myself. Nothing is ever too much trouble and the office team are always on the ball. Thank you.
Cannot fault the service and advice from Rick Patmore.
John has been very thorough in reviewing my financial circumstances and offering advice in so many areas including aspects that I had not even considered. Overall I have been very happy with the service provided and am continually finding more areas in which you are able to support me in making the best financial decisions. I am also impressed by the ongoing professionalism and friendliness of everyone within the Optimum team.
Optimum’s staff have always been polite, helpful, professional and cheerful. Nothing ever seems to be too much trouble for them, their customer service focus is excellent. We have always been provided with excellent advice and service and trust them to continue doing so into the future.
We have recommended Optimum to several friends and they like us have been more than satisfied with the service and professionalism that we have received. We feel very confident and happy with how our money is managed.
All staff have always been helpful and efficient.
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.