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
18th November 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Catherine Briers APFS CFP
Chartered & Certified Financial Planner, Managing Director
Accreditations
Certified Financial Planner Chartered 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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0