Optimum Independent Financial Advisers
Optimum is an independently owned financial adviser firm, established in 1995 and fully authorised and FCA regulated. They provide financial advice to both private and business clients, maintaining their independent status to ensure unbiased advice.
- Investment Planning
- Corporate Financial Planning
- Life Assurance & Protection Advice
- Pension Planning & Retirement Options
- Personal & Commercial Mortgage Advice
- Estate Planning & Specialist Tax Advice
Locations
Digital Popularity
Popularity over time
Company Details
Optimum Independent Financial Advisers is operated by Optimum Independent Financial Advisers Limited and is a Active company incorporated on 7 July 2017 with the registered office located in Colchester, Essex. Optimum Independent Financial Advisers Limited was registered 8 years ago.
Status
Active
Size
Small
Directors
3
Age
8 years old
Employees
19
Turnover
Unreported
Total Assets
£1.16M
Cash in Bank
£949.02K
Total Liabilities
-£158.73K
Teams
8
6
4
1
Executive Administrator • Joined Feb 2020
Director • Joined Jul 2017
Adminstration Executive • Joined Apr 2021
Paraplanner & Technical Analyst • Joined Jan 2017
Independent Financial Consultant • Joined May 2015
Independent Financial Planner • Joined Jul 2023
IFA • Joined Aug 2021
Independent Financial Advisor • Joined Nov 2018
Executive Administrator • Joined Feb 2020
Director • Joined Jul 2017
Adminstration Executive • Joined Apr 2021
Independent Financial Consultant • Joined May 2015
Independent Financial Planner • Joined Jul 2023
Independent Financial Advisor • Joined Nov 2018
Independent Financial Consultant • Joined May 2015
Independent Financial Planner • Joined Jul 2023
IFA • Joined Aug 2021
Independent Financial Advisor • Joined Nov 2018
Paraplanner & Technical Analyst • Joined Jan 2017