For us it’s Personal...It has to be.

Your Business is all about you...and Your People

  • Business Protection
  • Directors Protection
  • Executive Financial Planning
  • Retirement Strategies
  • Remuneration and Profit Extraction
  • Investment
  • Succession Planning
  • Trusts and Asset Protection
  • Estate and Inheritance Tax Planning
Following the sale of my businesses in 2007 I needed some clear investment and tax planning advice from a professional advisor who would provide practical “medium risk” solutions to meet my long term financial needs and objectives.

I was introduced to Alan McLaughlin of Optimas Wealth Planners by my brother, David, who had been a client of Alan’s for a number of years.

From the outset I was impressed by Alan’s professionalism, attention to detail and breadth of knowledge. His methodical, comprehensive approach allows him to fully understand his clients’ aims and to translate them into a clear investment strategy.

The more intricate aspects of Wills, Trusts and Tax Planning were also managed seamlessly through Alan’s links with top flight legal advisors
Iain C Burns Former co-owner of the CS2 Group in Chesterfield