What our Clients say
Pension and Investment options made clear
Chris Ellis of Optimum Financial Solutions has worked with Excitech for a number of years and provides pension services and investment management and advice to both Excitech and myself as an individual. Chris has helped us through the maze of Workplace Pensions and regularly introduces us to new options for investments and pension considerations. He conducts regular reviews of the services Optimum provide and keeps us up to date with new legislation and provides valuable insights into financial developments that may impact on myself or the company.
Chris has a thorough knowledge of the current options on the market for both pensions and investments and provides clear, well supported information and advice. This allows me to make well informed decisions at both a personal level and on behalf of the company.
Having dealt with many IFAs over the years and recognising that they gain their income from commissions on financial services, we feel Chris and Optimum are always very open with regard to charges and fees and have their client's interests at heart rather than simply trying to maximise their income.
I wish you every success in working with Optimum in the future.
Adrian Atkinson, Enfield, Middlesex
Decades of advice on mortgages, investments and pensions
“Optimum Financial Solutions have advised three generations of my family for over ten years. They've worked with us to secure mortgages, set up and manage investments and pension arrangements. I've always found them professional, efficient and very approachable”
Janice C Chelmsford
Highly recommended financial advice
“We are very selective when introducing advisers to our clients; however we have recommended Chris at Optimum Financial Solutions on several occasions and will have no hesitation in continuing to do so”
John H, Chartered Accountant Chelmsford
Solid investment advice
“Optimum Financial Solutions have always been there for me with solid investment advice, and support for many years. A feeling of security when handling an individual's money is essential for peace of mind, this I have always enjoyed”
Shirley D, Bishop's Stortford
Straightforward and honest financial advice
“ I have been dealing with Optimum Financial Solutions for over 15 years and they have always given me straightforward honest advice and recommended solutions that have exceeded my expectations. On a professional note, we recommend Optimum Financial Solutions to our clients as we are confident that they will provide good honest advice and excellent service”
Andrew B, Insurance Broker and client, Colchester
Financial Advice in clear and simple terms
“Thank you so much for all your help and endless patience in explaining everything to me in a language that I can understand, it is much appreciated”
Diane N, Chelmsford
Solicitors Referrals
“I have worked with Peter Sharman & Chris Ellis of Optimum Financial Solutions for over 10 years. I refer clients to them because they are very professional and approachable. I have every confidence they have looked after the best interests of my clients and I shall continue referring clients to them in the future”
Angela S, Private Client Solicitor, Cambridge
