Optima Financial Services Limited
Initial consultation free
Independent
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Robert Lockhart
David Craik FPFS, AIFP, CFP
Chartered Financial Planner
Mr Tony Harvey MIPM, MBA
Director
Mr Wilson Abernethy DIP PFS, AIFP, CFP
Senior Financial Planner
Contact us
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