Optimum Independent Financial Advisers Limited
Optimum Independent Financial Advisers Limited is a financial consultancy firm based in Colchester, England. They offer a range of financial services and advice to clients, including investment planning, retirement planning, and wealth management. With a team of experienced financial consultants, Optimum Independent Financial Advisers Limited is dedicated to helping clients achieve their financial goals and secure their financial future.
Introduction to Optimum Independent Financial Advisers Limited
Optimum Independent Financial Advisers Limited is a financial consultancy firm based in Colchester, England. Established in 2002, the company has since been providing independent financial advice to individuals and businesses. What makes Optimum Independent Financial Advisers Limited unique is their tailored approach to each client, ensuring that their services are personalized to the client's needs and goals.Services & products
Optimum Independent Financial Advisers Limited offers a range of financial services, including investment advice, retirement planning, and wealth management. They also provide advice on tax planning, insurance, and mortgages. Their team of experienced financial consultants work closely with clients to understand their financial goals and create a plan to achieve them.Location
Located in Colchester, Optimum Independent Financial Advisers Limited is situated in a bustling area with a mix of businesses, from small independent shops to larger corporate offices. The area is easily accessible by public transportation, with the Colchester Town railway station only a 5-minute walk away. Other nearby transportation options include the Colchester Bus Station (0.3 miles) and the Colchester Castle Park Coach Stop (0.4 miles).Benefits
Optimum Independent Financial Advisers Limited stands out from other financial consultancy firms due to their personalized approach to each client. They take the time to understand the client's financial goals and create a plan that is tailored to their needs. Their team of experienced financial consultants provides sound advice and guidance to help clients achieve their financial objectives.Good to know
One thing customers should be aware of is that Optimum Independent Financial Advisers Limited is an independent financial consultancy firm. This means that they are not tied to any specific financial products or services and can provide unbiased advice to their clients.Reviews
Customers have praised Optimum Independent Financial Advisers Limited for their excellent service and personalized approach. Clients have noted that the company's financial consultants are knowledgeable and provide sound advice. Overall, customers have had positive experiences with Optimum Independent Financial Advisers Limited.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services including investment planning, retirement planning, tax planning, insurance planning, estate planning, and more. Our services are tailored to meet the individual needs and goals of each client.What experience do your financial consultants have?
Our financial consultants are highly experienced and qualified professionals with years of experience in the financial industry. They hold relevant qualifications and certifications, and are committed to ongoing professional development to stay up-to-date with the latest industry trends and best practices.How do you charge for your services?
We charge for our services in a number of different ways, depending on the type of service and the needs of the client. Some services are charged on a fee-only basis, while others are charged on a commission basis. We are transparent about our fees and will discuss them with you before providing any services.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we have done with our clients, and are happy to share their experiences with you.How will you tailor your services to meet my specific financial goals and needs?
We will work closely with you to understand your specific financial goals and needs. We will take into account your current financial situation, your future aspirations, and any other factors that may impact your financial planning. From there, we will develop a customized plan that is tailored to meet your unique needs and help you achieve your goals.Reviews
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Ann Kurra
A really first class company with kind caring staff. I was amazed at the remortgage deal Mark was able to negotiate for me on my interest only mortgage given my age. He was even able to consolidate some additional debts with my new loan. The process, the reasoning, and the charges were all clearly explained. A dedicated member of the office staff helped with documentation and form filling, giving much needed reassurance at each step of the way. The whole service went above and beyond all expectations. Thank you Optimum, your advice has been life changing.
29-05-2020
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deborah sage
Great Company! Highly recommend them. Honest advise and good service.
29-05-2017
