Catherine Briers
BA (Hons) APFS CPF

Chartered & Certified Financial Planner 

Managing Director

We offer Independent Financial Advice.  Creating and implementing plans for wealth management is at the core of our work.  

Whatever your personal financial goals, the Optimal Planning Cycle presents a structured and focused process.  We provide quality financial planning advice which enables clients to:

  • Understand their current financial position

  • Identify their objectives – immediate, medium and long term 

  • Develop a strategy for meeting those objectives 

  • Review and adapt the strategy on a regular basis

 

Since we are looking to work with you over the long term, we offer an initial meeting at our cost.  The purpose of this meeting is for you to gain an appreciation for the way we work and the specific benefits of Optimal Planning.  It is also for us to acquire an overview of what you are seeking to achieve.  If both parties agree that we would like to work together, we embark upon the Optimal Planning process.

About Us

Catherine Briers is the Managing Director of Optimal Planning Ltd and has worked in the Financial Services sector for over 20 years as an Independent Financial Adviser and in management roles.  She enjoys working with both private clients and trustees to help them achieve their financial goals.

Catherine has supervised the work of other advisers and provided training on the syllabus of several Advanced Qualifications.  Catherine launched Optimal Planning Ltd to offer an alternative compared to the transactional, commission-based advice model used by other IFA firms at the time.

Catherine is an Associate of the Chartered Institute for Securities and Investment, and an Associate of the Chartered Insurance Institute. 

For two years, Catherine was a judge for the Financial Times Group's Pension Awards.

 

Outside her role at Optimal Planning, Catherine is a Trustee and the Treasurer of the 1010 (City of Salisbury) Squadron Air Cadets.  She enjoys trips to the theatre, skiing, quilting and is happy to challenge anyone to a 'name that 80's tune from the intro' competition.

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Optimal Planning Ltd, 2017

The Portway Centre

Spitfire Road

Old Sarum

Salisbury SP4 6EB

01722 770600

Optimal Planning Ltd is authorised and regulated by the Financial Conduct Authority, firm reference 463108.  Company Registration Number 5996871