Funeral Planning

You may be surprised to learn that the sale of pre-paid funeral plans in the UK is not regulated by the Financial Conduct Authority.  We think this is a poor state of affairs; we feel strongly that advice in this area should be a regulated activity as there is considerable differentiation between the many plans on offer. 


As an independent advisory firm, we will take the time to understand your requirements in this area and advise on the most appropriate plan to meet your needs.

If you also have concerns regarding estate planning or care fees planning, we can help you there, too.

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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