Optimum is a comprehensive financial planning and wealth building service created specifically for clients who fully appreciate the significant benefits that forming a long-term relationship with us will bring. As your circumstances evolve over time we regularly monitor and update your plan to reflect these changes, helping you to remain on track. We do this through regular review meetings which include our 12 point financial health check.

Our Optimum service comes in two versions; Premium and Core. Essentially the services are very similar but the ongoing reviews for Premium take place every year whereas Core is designed for clients who need a less intensive service, with the ongoing reviews being every three years.

This is an advice only service designed for clients with a specific requirement in mind. Having discussed your needs, we will provide a specific report outlining our advice and the recommended solutions appropriate for your circumstances. We will implement any of our recommendations at your request and ensure that everything is set up to your satisfaction.

Of course, you’ll still benefit from our wealth of knowledge and experience across a diverse range of financial areas.