Chartered Financial Planner APFS, AIB (Trustee) founded Optimas over 15 years ago after a successful 10 years with a leading national firm of Employee Benefit consultants. Before that Alan held senior posts in the Trust division of a major Banking Group – this breadth of experience and knowledge is invaluable in understanding the “big picture”.
Alan has been an Independent Financial Adviser for over 25 years providing ‘holistic’ and creative financial planning solutions for individuals, their families and businesses. He is an FSA authorised Pension Specialist.
Chartered Financial Planner, BA (Hons) joined Optimas Wealth Planners in 2005, having previously worked for a successful consultancy practice in Cheshire. She advises in all areas of financial planning for individual and corporate clients and is an FSA authorised Pension Specialist. Cathryn is a qualified Trust & Estate Planner (TEP) having successfully passed the prestigious STEP Diploma in Trusts and Estates in 2012. Cathryn represents only a handful of individuals in the country that hold both the Chartered Financial Planner & Trust & Estate Planner status, allowing her to offer the very best advice when dealing with issues of trusts and estate planning.