Optimum Independent Financial Advisers Limited - Colchester

Optimum Independent Financial Advisers Limited is a highly regarded financial and tax consulting firm located at 8-9 St Peters Court, Colchester CO1 1WD, United Kingdom. They can be reached by phone at 1206366700 or through their website: optimum-ifa.co.uk.

Specialties

Optimum Independent Financial Advisers Limited specializes in financial and tax consulting, providing expert advice and management for pension investments, savings, and more. They are dedicated to helping clients achieve financial security and peace of mind.

Other Points of Interest

Optimum Independent Financial Advisers Limited offers a variety of convenient services, including online appointments, on-site services, and wheelchair-accessible facilities. They have a wheelchair-accessible car park, entrance, and toilet, making their location accessible for all clients. Appointments are required, so be sure to plan your visit accordingly.

Opinions

This company has an impressive 5/5 average rating based on 18 reviews on Google My Business. Many clients have praised Optimum Independent Financial Advisers Limited for their excellent service, expertise, and personalized approach. One satisfied client shared, "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."

Recommendation

With their exceptional reputation, expertise, and commitment to client satisfaction, Optimum Independent Financial Advisers Limited is an excellent choice for financial and tax consulting services. If you're looking for a reliable and dedicated financial partner, we highly recommend visiting their website at optimum-ifa.co.uk to learn more and schedule an appointment.

👍 Reviews of Optimum Independent Financial Advisers Limited

Andrew Barker

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.

Colin Freeman

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.

Robert Townsend

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

Paul Short

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.

Linda Rowntree

5/5

I couldn't make our meeting at the office in Colchester this time and so we did it via zoom... I believe. My meeting with Michael has been invaluable for me over the last 2 years and I would not hesitate in recommending him or the company in general, as it was Jon who saw to my financial needs before that.
Both have been exceptionally professional as have all staff when I have been able to meet in person.
Many thanks

Richard Kerr

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.

Chris Swainsbury

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

Angus Dewar

5/5

“I have always been tremendously impressed with friendliness of all your staff, and their professionalism. I realise that I am not versed in matters money and I have always felt that I have been guided correctly and patiently with everyone I have dealt with. I’m incredibly impressed with the levels of service you offer, and I wouldn’t hesitate to recommend you.“