tba Wealth Management

Independent Financial Adviser Allen House, 1 Westmead Road, Sutton, Surrey, SM1 4LA
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
16th September 2019
tba Wealth Management offer a free no obligation initial meeting.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Martin Card FPFS Certs CII (MP&ER), Cert DM
Partner
Accreditations
Chartered Financial Planner
Alan Payne FFA DipPFS PMA
Consultant
What our clients say
We have been with Optima Financial now for a number of years and have found them helpful, resourceful and hugely beneficial to our family’s future security. They take the worry out of planning our financial security with a friendly, personal and professional service, giving us the advice we require to allow us to manage our finances with confidence. But most importantly, they do this in a way we can understand. I have recommended their services to friends/peers who needed informed advice and a quality service.
Mr S P, Sutton
My wife and I have been clients of Optima for many years. After careful examination of our finances with an Optima advisor, we have always been given thoughtful options to maximise our savings. Discussions about our investments are explained clearly and we always feel we are afforded the same courtesy as a large organisation.
Mr R L, Guildford, Surrey
When we started our company back in 1974 we were recommended to seek your services together with our accountant, I have always found your company very professional and your advice has been invaluable over the years. Although I am now retired I still use the advice of Martin Card regarding my pensions, and he is always to available to answer any queries I may have.
Mr K & Mrs R B, Wallington, Surrey
We have been with Optima Financial now for a number of years and have found them helpful, resourceful and hugely beneficial to our family’s future security. They take the worry out of planning our financial security with a friendly, personal and professional service, giving us the advice we require to allow us to manage our finances with confidence. But most importantly, they do this in a way we can understand. I have recommended their services to friends/peers who needed informed advice and a quality service.
Mr S P, Sutton
When we started our company back in 1974 we were recommended to seek your services together with our accountant, I have always found your company very professional and your advice has been invaluable over the years. Although I am now retired I still use the advice of Martin Card regarding my pensions, and he is always to available to answer any queries I may have.
Mr K & Mrs R B, Wallington, Surrey
My wife and I have been clients of Optima for many years. After careful examination of our finances with an Optima advisor, we have always been given thoughtful options to maximise our savings. Discussions about our investments are explained clearly and we always feel we are afforded the same courtesy as a large organisation.
Mr R L, Guildford, Surrey
I have been a client of Optima Financial since 2003. The firm has guided me with my pension requirements and have, to the very best of the ability, "pointed me in the right direction." I have also used their services in respect of two equity release deals - and at all times I have been treated with the utmost respect and afforded the greatest degree of professionalism. Whoever I have dealt with over what is now 14 years has always attempted, with financial integrity, to achieve the very best for me. I can recommend Optima without reservation.
Mr J M, Croydon, Surrey
I have been a client of Optima Financial since 2003. The firm has guided me with my pension requirements and have, to the very best of the ability, "pointed me in the right direction." I have also used their services in respect of two equity release deals - and at all times I have been treated with the utmost respect and afforded the greatest degree of professionalism. Whoever I have dealt with over what is now 14 years has always attempted, with financial integrity, to achieve the very best for me. I can recommend Optima without reservation.
Mr J M, Croydon, Surrey
I have been a client of Optima Financial now for many years, both as a private individual and for my company. The service has always been spot on and I have always been confident with the advice they have given me.
Mr M R, Fetcham, Surrey
Optima was initially recommended to me by a friend. have used their financial services for a number of years and have always found them polite, impartial and efficient. I have always been very happy with the financial advice given
Mr P W, Cheam, Surrey
“I have used Optima Financial for personal financial advice on several occasions and I have always been impressed by the quality of service I have received. Areas covered include planning for retirement, pensions advice, savings and investments, and a general financial health check. Their alliance to Turpin Barker Armstrong accountants is also very helpful, as I now plan to open my own company. To get high quality independent financial advice and accountancy services all under the same roof is very useful. I would highly recommend them.”
MR A J S, Sutton, Surrey
“I have been using Optima Financial for approximately 15 years and have come to rely on their expertise and advice in relation to my investments and most recently pension requirements. They always endeavour to explain my options in a simple way that I can understand and answer any worries that I may have. I have found Optima to be extremely professional, confidential and courteous on all occasions and I would not hesitate to recommend them to anyone, as I have done so in the past. Thank you Optima for your ongoing advice.”
Mrs S E, Stonecott Hill, Surrey
“Almost two years ago I contacted Optima for financial advice about my impending pension scheme pay-outs. The “health check” was very thorough and provided information to enable them to determine the correct investment plan for my needs. They also advised on changes to my ISA savings. I have been very pleased with the advice provided to me initially as well as during the subsequent on-going reviews. I have found Optima to be very friendly but professional in their approach.”
Ms. J S, Sutton, Surrey
Where to find us

Allen House, 1 Westmead Road, Sutton, Surrey, SM1 4LA

Make an enquiry
About us

We are a firm of dedicated Independent Financial Advisers, offering a professional financial planning service to personal and business clients.

With expertise in pensions, retirement planning, protection, long-term care, savings, investments and mortgages, we cater for clients needs on an holistic base. Additionally, we have specialist knowledge and expertise in the financial planning requirements of professional footballers and football agencies.

Our in house accountancy connections enable us to set ourselves apart from our peers due to the range of advice that we are able to offer.

Our services

At tba Wealth Management we pride ourselves in listening to your needs and providing you with bespoke advice in the timescale you demand.

Financial health is integral to almost everything you aspire to achieve in the future, and we believe we can help you attain your goals.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

tba Wealth Management is a trading name of turpin barker armstrong who are authorised and regulated by the Financial Conduct Authority

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