Optimas provides expert, impartial, financial planning advice to Individuals, Professional Firms and Businesses where the personal touch makes all the difference.

How we can help…

It’s all about Risk & Reward...and it’s different for everyone.

We help you identify how much risk you are prepared to take and match this with suitable investments from a range of products and services

Don’t pay more Income, Capital Gains and/or Inheritance Tax than you have to.

We can help you plan how.

Enormous problems are caused by the unexpected death or disability of a Business Partner, Director, Shareholder or Key Employee.

We can help you plan how to reduce the impact.

It’s never too early to start!

We can help you with all aspects of Pensions and show alternative ways to achieve your goals.

Plan for the "What if?"

We can help you protect your family and lifestyle from events outside your control.

Bespoke solutions for Parents, Grandparents and Trustees to plan ahead for School Fees and Education costs.

Care, understanding and attention to detail are vital in this specialist area.

We can help with tailored plans and expert Reports.

The value of Pension Benefits can be a major financial element in divorce proceedings.

Our specialist Reports & Analysis will help your Solicitor make sure the numbers are fair and accurate.

Optimas work in partnership with independent distributors of the latest innovative wealth preservation solutions designed to help wealthy companies and individuals keep tax levels to a minimum.