Optimas Wealth Planners Ltd

Put simply, Optimas Wealth Planners are a long established firm of Financial Planners based in Cheshire.Optimas are very proud to have been awarded Corporate Chartered status granted by the Privy Council. This is the industry’s Gold Standard for Financial Planners and is currently met by around 450 firms across the country, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.Totally impartial and independent financial planning A very personal approach, listening to you and your other professional advisers to understand and agree your specific needs, life goals and priorities. No Surprises — we take time to explain how we work, how we are paid and ensure our clients fully understand the advice we provide and how they will benefit.

Optimas Wealth Planners Ltd
Optimas Wealth Planners Ltd

Financial Advisors Service Provider

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:
  • Main Office - The Old Forge, Moseley Hall Farm, Chelford Road, Knutsford, WA16 8RB
    0845 009 6310

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