Optimum Financial Solutions
Directly authorised Independent Financial Advisers based in Wharf Road, Chelmsford.
Helping clients since 1999, our business has grown organically from client and professional connection referrals and recommendations.
Optimum Financial Solutions specialises in:
Individual Financial Planning
- Tax efficient Wealth Management
- Investments and Savings advice
- Retirement Planning
- Tax and Estate Planning
- Tax efficient Protection with the relevant trust advice and implementation
- Later years and long term care planning
Business Financial Planning
- Shareholder and Partnership Protection
- Key Person Protection
- Life and Critical illness Protection
- Employee Benefits
We value long term relationships with our clients, and their other professional advisers such as accountants and solicitors, to ensure you have a coherent robust financial and tax strategy which can evolve and respond to change.
We provide the personal service you would expect from a small firm, coupled with established relationships, and access to, the ever increasing range of investment asset classes, both traditional and alternative, alongside the various tax wrappers available.
Optimum Financial Solutions was initially established in 1999 by Peter Sharman and in 2003 Chris Ellis joined as Co-owner and Director.
