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. Iain C Burns Former co-owner of the CS2 Group in Chesterfield
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