OUR ADVISERS
If you think that we can help you in any way, we are always happy to talk things through if you have a general query. Initial meetings, face to face, are at our expense, so please don't hesitate to book your first appointment by contacting us using the details below:
Peter Sharman Director
Dip PFS, Certs CII
Peter established Optimum Financial Solutions in 1999 and specialises in the following areas:
- Tax and estate planning
- Shareholder and Partnership Protection
- Key Person Protection
- Life and Critical illness Protection
Peter fully engages with our clients other advisers at an early stage to ensure that whatever is being recommended dovetails with the overall picture. This ensures that our client receives the very best advice and it is no coincidence that referrals also result from this inclusive collaborative approach.
Call : 01245 344003
Mobile : 07976 835132
Fax : 01245 344004
Email : peter@optimumfinancial.co.uk
Chris Ellis, Director
Dip PFS, Certs CII, IMC
Chris joined Peter as a director and co- owner in 2003, having spent the previous 15 years working for specialist pension providers and offshore investment providers. Chris specialises in the following areas:
- Retirement Planning
- Tax Efficient Wealth Management
- Tax and estate planning
- Later years and long term care planning
Chris brings with him invaluable insight and technical knowledge with regards to pension contracts which is useful when advising on legacy pension assets for our clients.
Chris also completed the Investment Management Certificate, which along with his extensive investment experience, ensures that our clients receive sound investment advice at the outset and portfolios that are actively managed and reviewed.
Call : 01245 344003
Mobile : 07773354423
Fax : 01245 344004
Email : chris@optimumfinancial.co.uk
