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

  City Colchester
  Postcode CO1 1WD
  Address 8-9 St Peters Court
  Phone Number 012 0636 6700

Products & 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

@EADT24 maybe someone should tell his face!
Twitter   Full Post ›
There are still an estimated 100bn+* of #Residential and Buy to Let #mortgage balances that are on term-based prod https://t.co/WBymT3UqxK
Twitter   Full Post ›
Do you wish that you could cut your #household #spending? Have you hoped for a #Pay rise and been disappointed? Do https://t.co/mhhsEuqHhK
Twitter   Full Post ›
Lend more than 10 floors and above commercial properties on flats? - Possibly within the M25 corridor (London) de https://t.co/YFOHhMniFX
Twitter   Full Post ›
Do you or someone you know suffer from or have experienced any of these? #Cancer Complex #Heart conditions https://t.co/Ih71rp9x8P
Twitter   Full Post ›
What time of day would u prefer 2 have an appt with a Mortgage Broker (A) Arranged sometime during ur working day? https://t.co/ntRSBpSAtn
Twitter   Full Post ›
We all have favourites of one kind or another don’t we? Favourites to win the World Cup Favourite book Favourite meal Favourite song Favourite film Favourite colour Favourite animal The above list barely covers the number of categories we could have
Facebook   Full Post ›
Fantastic afternoon spent hosting our first fundraising event for the wonderful Cancer Centre Campaign at Colchester General Hospital! Thank you to all those who attended, we are very excited to tot up the total amount raised and share it with you all
Facebook   Full Post ›

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.