Optimal Planning Ltd

Independent Financial Adviser The Portway Centre, Old Sarum, Salisbury, Wiltshire, SP4 6EB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Catherine Briers APFS CFP
Chartered & Certified Financial Planner, Managing Director
Chartered Financial Planner Certified Financial Planner
Where to find us

The Portway Centre, Old Sarum, Salisbury, Wiltshire, SP4 6EB

Make an enquiry
About us

Optimal Planning offers comprehensive Independent Financial Planning services for clients seeking a long term strategy for wealth accumulation and management.

Catherine Briers is both a Chartered & Certified Financial Planner with many years' experience in advising clients and overseeing the competency of other advisers. She has specialist skills in Long Term Care planning and pensions.

Regular reviews are included within our ongoing service.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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