Optimise Wealth Management Ltd

Independent Financial Adviser  34 Lincoln Road, Harrow, HA6 1LD
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FCA authorised
Last authorised 2nd August 2021
Specialist in Final Salary & Defined Benefit Pension Transfer Advice. Call me For Free no obligation Meeting.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MR Salik Kadri
Chartered Financial Adviser
About us

Call me on Number Provided on profile for Free no obligation initial advice Meeting for Pension Transfer & Retirement Planning.

Tavistock Partners Ltd is National advice firm, we specialise in providing face-to-face independent financial advice to individuals, families, trustees, directors & businesses. We truly believe we have created a culture where clients come first.
We have a firm commitment to being independent and believe that this route will stand the test of time. To us by offering a whole of market choice, we can offer our customers the very best unbiased financial advice.

Our services

I am Chartered Financial Adviser based in London. I am one of few advisers who hold specialist qualification on giving advice for Final Salary Pension Transfer. I can help you to make informed decision on Defined Benefit Pension Transfer. Call me for free no obligation initial meeting.

With specialist focus on Pension & Retirement planning, I can consolidate your different pension pot, design investment strategies, reduce tax charges on income drawdown, so you can get maximum income in your retirement and be able to take full control of your retirement.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

34 Lincoln Road, Northwood, Harrow, HA6 1LD

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