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.

What you can expect

  • 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.
My experiences with Optimas have been very positive, very helpful advice from Cathryn Jones and nothing was too much trouble. I would recommend them to anyone who needs advice on what to do with their money
Nicky Kumar, Hitchin
Cathryn was patient and understanding. I felt the personal interaction quickly put me at ease, and a difficult and complex process became much easier to digest! Thank you for all your help and support!
Karen Myciunka, Cheshire
Since Alan McLaughlin took on my financial planning some time ago, I have had practical help and advice that is informed by his truly impressive background of knowledge and experience. His judgement is completely sound; his approach is friendly, dependable and trustworthy. I wouldn't make any financial decision without him
Dr. Jennifer Bailey, (University Academic) London