Optimum Independent Financial Advisers Ltd

Independent Financial Adviser Optimum Independent Financial Advisers Ltd, 8-9 St. Peters Court, Middleborough, Essex, Colchester, CO1 1WD
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
In short: ‘We Care’.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Rick Patmore APFS
Financial Planner
Stephen Biggs
Financial Planner
Tosh Naylor
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
John Arrowsmith APFS
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gary Naylor
Director
Where to find us

Optimum Independent Financial Advisers Ltd, 8-9 St. Peters Court, Middleborough, Essex, Colchester, CO1 1WD

Make an enquiry
About us

Optimum Independent Financial Advisers Limited is a fully authorised and FCA regulated independently owned financial adviser firm, established in 1995. Providing bespoke financial advice to both Private and Business clients we are vehemently committed to our independent status to ensure we can advise our clients without bias, prejudice, influence or pressure.

Determined to not sit on our laurels or to take anything for granted we continually strive, without compromise, to provide an unrivalled client experience.

Optimum’s business ethic is founded on treating customers fairly and building long term client relationships as a result. The core ethic of the firm is encouraged by the Directors and shared by all members of the team and that ethic is to treat clients in an open and fair manner and in a way that we would expect to be treated ourselves.

Based in modern offices in St Peters Court, Colchester, just outside the town centre we offer financial solutions to private clients, business owners and professional connections on all aspects of financial planning and investment management.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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