Your financial future, secured with integrity.
At Optimum Independent Financial Advisers, we are committed to providing bespoke financial advice to both private and business clients. Established in 1995, we have built a reputation for delivering unbiased and independent advice, free from any bias, prejudice, influence, or pressure. Our client-centric approach has earned us a loyal client base, and we take pride in treating our clients with the same level of care and respect that we would expect for ourselves.
Our Services
We offer a comprehensive range of financial services, including Investment Planning, Pension Planning & Retirement Options, Life Assurance & Protection Advice, Estate Planning & Specialist Tax Advice, Corporate Financial Planning, and Personal & Commercial Mortgage Advice. Our team of highly qualified advisers, including Chartered Financial Planners, work closely with clients to understand their unique goals and objectives, and provide tailored advice to help them achieve financial success.
Our Approach
At Optimum, we believe in building long-term relationships with our clients, and our commitment to transparency and integrity is unwavering. We provide initial consultations free of charge and without obligation, and our fee structure is clearly outlined in our recommendation reports. We believe in treating our clients fairly, and our business ethic is founded on this core principle.
Our Team
Our team of experienced advisers and administrators are dedicated to providing exceptional service to our clients. Our directors, Gary Naylor, John Arrowsmith, and Tosh Naylor, have built a team that shares our values of integrity, honesty, and transparency. We are proud to have been serving the Colchester and surrounding areas for over 25 years, and we continue to strive for excellence in everything we do.
Our Values
At Optimum, we are guided by our core values of integrity, honesty, and transparency. We believe in treating our clients with respect and care, and we are committed to providing unbiased and independent advice. Our business ethic is founded on the principle of treating customers fairly, and we strive to provide an unrivalled client experience.
Overall Satisfaction
The reviewers are extremely satisfied with the services provided by the company, with both reviewers giving a 5-star rating.
Staff and Service
The staff are described as "kind" and "caring", with special praise for Mark, who was able to negotiate a great remortgage deal. The office staff are also commended for their help with documentation and form filling, providing "much needed reassurance" throughout the process.
Expertise and Communication
The company's expertise is highlighted, with the reviewers praising the "honest advise" and clear explanations of the process, reasoning, and charges. The communication is described as excellent, with the staff going "above and beyond all expectations".
