Your clients rely on you to guide them...

You provide Solutions and fresh thinking...So do we.

Working together...the best of both worlds.

  • Catastrophe Planning
  • Directors Protection
  • Executive Financial Planning
  • Pensions and Planning for Retirement
  • Investment Strategies
  • Extracting Wealth from the Family Business
  • Succession Planning
  • Estate and Inheritance Tax Planning
  • Elite Tax Solutions
I need people who will actually work with me as a team. Just as importantly, not all advisers have the experience and knowledge to look at the “big picture” and give common sense, practical solutions. Optimas certainly do.
Keith Pope, FCA