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.

M R - 14 Apr 2021

Really pleased with whole service and thanks for all your advice and support.

Sue Daniels - 13 Apr 2021

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.

Anthony Roberts - 08 Apr 2021

Always given sound advice, in language that is understood.

Steve Daniels - 02 Apr 2021

Simply fantastic.

Stuart Phillips - 29 Mar 2021

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.

John Townley - 28 Mar 2021

Very supportive to myself and husband during which is a difficult personal time.

Linda McClure - 27 Mar 2021

Helpful, supportive and professional as ever.

James McClure - 27 Mar 2021

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.

Peter Stern - 20 Mar 2021

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.

Judith Hall - 18 Mar 2021

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.

Lesley Bojko - 17 Mar 2021

All elements of the investments are carefully explained and any questions answered in a considerate manner.

David Bojko - 17 Mar 2021

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.

Philip Need - 17 Mar 2021

Am not terribly au fair with stocks snd shares but if I have any queries or need help? This is always immediately available.

Renée Coyne - 15 Mar 2021

Always very professional and staff a pleasure to talk to.

Colin Webb - 8 Mar 2021

Always helpful and understanding.

Patrick Sparkes - 1 Mar 2021

Excellent, personal service and advice, as usual.

Jonathan Wignall - 25 Feb 2021

Thorough and friendly.

Rosemary & Jim Green - 23 Feb 2021

Responsive, understanding and professional.

William Enright - 23 Feb 2021

Very satisfied with the service received from all members of staff.

Robert Townsend - 18 Feb 2021

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!

Stephen Buttery - 9 Feb 2021

Thank you John I very much appreciate your measured and trustworthy advice as always.

Jennie Boyden - 6 Feb 2021

Nice to deal with established business contacts and a team behind them.

David Boyden - 5 Feb 2021

First class, knowledgeable, professional and friendly service. Excellence in every department!

David & Anne Barbour - 20 Jan 2021

I think your service is very good and helpful.

Alva Attwood - 19 Jan 2021

Optimum gave me and my wife peace-of-mind in all matters.

Len Attwood - 19 Jan 2021

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.

Alan Walmsley - 14 Jan 2021

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.

Chris Manby & Rebecca Cooke

Optimum have been a pleasure to deal with throughout the whole process. They have saved us a lot of time and stress. Many thanks.

Ben & Beth Keeble

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.

Chris Green

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.

C & P Windsor

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.

Hilary Clarke

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.

Stephen Lansley

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.

Chris Neal

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.

Phil & Sue Stock