enquiries@optimumfinancial.co.uk

Advice Process

All new clients are invited to an initial meeting at which the services we offer will be explained fully.

The purpose of this first meeting is to determine if we are the right people to advise you and whether our service would be of benefit to you. This initial meeting is offered to you without any charge to you or any obligation on your part. Usually this will lead to a second meeting at which we will provide you with our recommendations.

The Review Service

Any recommended actions you agree with will then be implemented and reviewed on a continual basis where this has been agreed. The review service also allows for an annual meeting although you are free to contact us at any time, and we will contact you more frequently if necessary.

Registered Office:
72-74 Wharf Road,
Chelmsford,
Essex CM2 6LU

Optimum Financial Solutions is a trading name of Optimum Financial Advisors Ltd which is authorised and regulated by the Financial Conduct Authority. FCA number 407900. Registered in England, No. 4474140

Neither Optimum Financial Solutions nor its representatives are responsible for the accuracy of the information contained within the linked site(s) accessible from this page.

The content is aimed at UK residents. Decisions should not be taken based solely on the content of the website and individual advice should be sought first.

Regulations, levels and bases of taxation are subject to change.