Optimum Independent Financial Advisers Limited - Colchester

Address: 8-9 St Peters Court, Colchester CO1 1WD, United Kingdom.
Phone: 1206366700.
Website: optimum-ifa.co.uk
Specialties: Financial consultant, Tax consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Optimum Independent Financial Advisers Limited

☎️1206366700

⏰ Open Hours of Optimum Independent Financial Advisers Limited

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Optimum Independent Financial Advisers Limited: A Comprehensive Overview

Address: 8-9 St Peters Court, Colchester CO1 1WD, United Kingdom

Phone: 1206366700

Website: optimum-ifa.co.uk

Specialties

Optimum Independent Financial Advisers Limited specializes in providing top-notch financial and tax consultation services.

Other Points of Interest

The company offers convenient online appointments, ensuring that clients can receive expert advice without the hassle of commuting. Additionally, the firm values accessibility and has implemented onsite services, a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. It is essential to make an appointment before visiting their office.

Opinions and Reviews

This esteemed company has garnered 23 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise Optimum for its exceptional service, knowledgeable advisors, and comprehensive financial guidance.

"We receive an excellent service from our advisor and from Optimum as a whole. We always come away from our annual assessment meeting with full confidence that we have received the best service and advice and that our pension investments are being managed such that they have exceeded our initial expectations."

Customers highlighted how Optimum's guidance has significantly contributed to their financial security and stress-free retirement, reinforcing the company's commitment to delivering outstanding results.

Final Recommendation

If you are seeking reliable and expert financial advice, look no further than Optimum Independent Financial Advisers Limited. Their extensive experience, combined with their dedication to client satisfaction, sets them apart in the industry. To learn more about their services and how they can help you achieve your financial goals, visit their website or contact them directly at 1206366700. Take the first step towards a financially secure future by reaching out to Optimum Independent Financial Advisers Limited today.

👍 Reviews of Optimum Independent Financial Advisers Limited

Optimum Independent Financial Advisers Limited - Colchester

Andrew B.

5/5

We receive an excellent service from our advisor and from Optimum as a whole. We always come away from our annual assessment meeting with full confidence that we have received the best service and advice and that our pension investments are being managed such that they have exceeded our initial expectations. We are thankful that we decided to use Optimum 10+ years ago to handle our various savings and pensions as this has allowed us to live a financially secure and stress free life in retirement.

Paul S.

5/5

I have always been delighted with the service I have received from Rick over more than 30 years. At the meeting Rick introduced us to Tosh and we immediately felt comfortable with his style, diligence and attention to detail. As a consequence of the meeting we introduced our two children to Tosh and they are now Optimum clients as well.

Colin F.

5/5

We feel that we have been treated very well since we joined Optimum and would like to comment on the thoroughness in which they initially worked with us sorting out the best type of investment to meet our needs. Would certainly recommend them.

Robert T.

5/5

As always we found our Annual Review meeting to be extremely helpful and informative. In the years we have been dealing with Optimum we have always found them to be totally reliable and have every confidence in recommending them

Chris S.

5/5

My experience of being an Optimum customer so far has been very positive. They are a very friendly team. I feel the service has gone over and above what was expected or required and the advice has been very thorough. I hope this will be a long working relationship. Thanks

Jayne L.

5/5

Great service from all the team at Optimum. All staff very friendly and professional. I appreciate the time taken to assess my financial needs and provide me with the appropriate solutions. Many thanks

Angus D.

5/5

“I have always been tremendously impressed with friendliness of all your staff, and their professionalism. I realise that I am not versed in matters money and I have always felt that I have been guided correctly and patiently with everyone I have dealt with. I’m incredibly impressed with the levels of service you offer, and I wouldn’t hesitate to recommend you.“

Linda R.

5/5

I couldn't make our meeting at the office in Colchester this time and so we did it via zoom... I believe. My meeting with Michael has been invaluable for me over the last 2 years and I would not hesitate in recommending him or the company in general, as it was Jon who saw to my financial needs before that.
Both have been exceptionally professional as have all staff when I have been able to meet in person.
Many thanks