About Optimum Independent Financial Advisers Limited

Financial advice 'without bias, prejudice, influence or pressure'
Optimum is a fully authorised and FCA regulated independently owned financial adviser firm, established in 1995. Since then the firm has grown via recommendation and reputation to be one of the largest and pre-eminent independent adviser firms in the Colchester and surrounding area, providing bespoke financial advice to both Private and Business clients. Optimum’s business ethic is founded on treating customers fairly and building long term client relationships as a result. With advisers amongst the highest qualified in the industry, being supported by a dedicated and experienced administration team, the core ethic of the firm is encouraged by the Directors and shared by all members of the team. Determined to not sit on our laurels or to take anything for granted we continually strive, without compromise, to provide an unrivalled client experience.We are based in modern offices in St Peters Court, Colchester complete with state of the art industry technology and contemporary surroundings thereby giving us the perfect environment to expand and enhance the services we can offer to both existing and new clients.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Find the best price for your project, click on a trade to get started