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.