We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. Prior to 2001 Optima Financial traded under the name of turpin barker armstrong, but after developing strategic alliances with a number of highly regarded firms of accountants and solicitors decided to re-brand to Optima Financial so as to alleviate their worries about introducing clients to another firm of accountants.
Having served our clients for over 25 years, we have a heritage we are extremely proud of. Regulated by the Financial Services Authority the business is well established and proud of its high service standards. Unlike many firms and high street banks we are service orientated not sales driven and our clients can be confident that we will treat them fairly by putting their needs first.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 1 Westmead Road, Unknown Location, SM1 4LA
02086614000
Business Name
Optima Financial
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