Optimum Solutions IFA Ltd Chartered Financial Planners

Independent Financial Adviser  23a High Street, Tring, Herts, HP23 5AH
check
FCA authorised
Last authorised 1st March 2021
"Why would you not take independant financial advice?"
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Meet our advisers
MR Peter Scagell Dip PFS
MR Robert Williams APFS APFS
Chartered Financial Planner
MR Tim Field APFS APFS
Chartered Financial Planner
About us

We cover the whole market and are not tied to any particular banks, insurance or financial firms. We can therefore focus exclusively on ensuring that our clients get exactly the right financial services and products they need to best meet their financial aims. We are happy to invest some time to establish whether we can assist & crucially, provide you the opportunity of deciding whether we have the necessary experience & expertise & are the sort of people you can do business with. There is no charge for an initial meeting & no obligation on either side. We have a locally based adviser.

Our services

Independent financial advice is only as good as the people who provide it. We have our own specialist team of highly qualified financial advisers with many years experience. Whether you are looking for financial security for your family, seeking to build an investment portfolio or creating a tax efficient retirement strategy we have the expertise to provide the answer. Optimum has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. See our website for more details.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

23a High Street, Tring, Herts, HP23 5AH

Similar advisers near you

Independent Financial Adviser 0.07 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
 
Independent Financial Adviser 0.09 mi
Jargon-free talk. Clear advice. Transparent fees.
 
Independent Financial Adviser 0.72 mi
Independent, client-focused financial advice. Friendly, professional and trusted.
 
Independent Financial Adviser 0.77 mi
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!