Optimum Independent Financial Advisers Limited - Colchester

Overview of Optimum Independent Financial Advisers Limited

Optimum Independent Financial Advisers Limited, situated at 8-9 St Peters Court, Colchester CO1 1WD, United Kingdom, offers a comprehensive range of financial consulting and tax advisory services. For those seeking expert guidance on managing their finances and investments, Optimum IFAs stands out with its dedicated team of professionals. Their contact number is 1206366700, and they can be easily reached via their professional website optimum-ifa.co.uk.

Key Services and Facilities

Optimum IFAs specializes in providing financial consulting and tax consulting services. Their list of specialties includes expert advice tailored to individual clients' needs, ensuring that their financial paths are as smooth as possible. Customers appreciate not only the quality of service but also the convenience offered by their flexibles offering, including online appointments and on-site services.

For the accessibility of their clients, especially those with mobility needs, Optimum IFAs has made significant efforts. Their premises are wheelchair-accessible, featuring a car park, entrance, and toilet designed to accommodate wheelchairs comfortably. This attention to detail reflects their commitment to serving all members of the community.

About the Company

The company boasts an impressive reputation with 21 reviews on Google My Business, indicating a high level of customer satisfaction. The average opinion is a commendable 5/5, which speaks volumes about the quality of service and advice provided. Clients often leave expressing gratitude for the confidence and security Optimum IFAs has instilled in them, particularly in managing their retirement savings and pensions.

One review exemplifies the positive impact of their service: "We receive an excellent service from our advisor and from Optimum as a whole. We are thankful that we decided to use Optimum 10+ years ago." Such testimonials highlight the long-term trust and satisfaction built with their clientele.

Getting Started

For anyone considering professional financial advice, Optimum IFAs presents a compelling option. Their website not only provides essential information but also invites potential clients to take the first step by scheduling an appointment online or visiting them in person. Given their accessibility features and the wealth of positive feedback, it's clear that Optimum IFAs is dedicated to providing top-notch financial guidance.

To anyone looking to secure their financial future with expert advice and personalized care, I highly recommend reaching out to Optimum IFAs through their website. Whether you're seeking to maximize your pension investments or plan for a secure retirement, Optimum IFAs is equipped to offer the support you need. Don't wait to take control of your financial destiny - take action today by visiting optimum-ifa.co.uk and starting your journey to financial peace with Optimum Independent Financial Advisers Limited.

👍 Reviews of Optimum Independent Financial Advisers Limited

Andrew B.

5/5

We receive an excellent service from our advisor and from Optimum as a whole. We always come away from our annual assessment meeting with full confidence that we have received the best service and advice and that our pension investments are being managed such that they have exceeded our initial expectations. We are thankful that we decided to use Optimum 10+ years ago to handle our various savings and pensions as this has allowed us to live a financially secure and stress free life in retirement.

Jayne L.

5/5

Great service from all the team at Optimum. All staff very friendly and professional. I appreciate the time taken to assess my financial needs and provide me with the appropriate solutions. Many thanks

Colin F.

5/5

We feel that we have been treated very well since we joined Optimum and would like to comment on the thoroughness in which they initially worked with us sorting out the best type of investment to meet our needs. Would certainly recommend them.

terry W.

5/5

Although I haven’t always been as responsive as I should have been, the advice I receive and the care taken to match our changing needs over the years remains exemplary.
Not only would I recommend Optimum but I have, and that has resulted in new clients who are in turn very happy.

Richard K.

5/5

Tosh has been guiding us diligently through some tough times and helping us make good, informed decisions. His input and technical knowledge have been vital in securing excellent outcomes for us and we have already told the children they need Optimum as their adviser! Thanks for all your hard work and advice.

Paul S.

5/5

I have always been delighted with the service I have received from Rick over more than 30 years. At the meeting Rick introduced us to Tosh and we immediately felt comfortable with his style, diligence and attention to detail. As a consequence of the meeting we introduced our two children to Tosh and they are now Optimum clients as well.

Robert T.

5/5

As always we found our Annual Review meeting to be extremely helpful and informative. In the years we have been dealing with Optimum we have always found them to be totally reliable and have every confidence in recommending them

Chris S.

5/5

My experience of being an Optimum customer so far has been very positive. They are a very friendly team. I feel the service has gone over and above what was expected or required and the advice has been very thorough. I hope this will be a long working relationship. Thanks