Optimum Independent Financial Advisers is an independently owned firm, established in 1995, specialising in both personal and corporate financial advice. We are vehemently committed to our independent status in order to ensure we can advise our clients without bias to or influence from any product provider.
Serviced Areas
- Colchester
Contact Details
| Website | www.optimum-ifa.co.uk |
|---|---|
| City | Colchester |
| Postcode | CO1 1WD |
| Address | 8-9 St Peters Court |
| Phone Number | 012 0636 6700 |
Products & Services
Services
Efficient financial planning is rarely limited to just one service. As independent advisers we are in a position to take an holistic view of our clients requirements and consider how each financial decision they make may impact on other areas of their financial position, individual circumstances and personal aspirations.
As such we can provide bespoke advice on any one of the services we offer or conduct a full holistic financial planning service as per our clients requirements and instructions.
Customer Testimonials
Great firm, very professional from the lady in reception (can't remember her name so do excuse me) to when you meet the advisers, pleasure to deal with. 5 star service every time.
Gary Naylor and his staff have always been extremely helpful to my husband and I in our financial dealings. We have always had the very best advice and we cannot recommend them enough to friends and family.
Social Activity
From Our Website
With advisers amongst the highest qualified in the industry, being supported by a dedicated and experienced administration team, we are proud to have been offering ongoing holistic and bespoke independent financial advice to both private and business clients for well over twenty years. In the process we have advised and assisted different generations of families and successions of business owners. Having established long term professional connections with many local Solicitor and Accountant firms we are able to offer integrated and complementary advice to our mutual private and corporate clients.