Optimal Planning acts only for clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.

As a fee-based advisory firm, our charges are reasonable, fully disclosed and formally agreed with our clients prior to any commitment being sought. Initial consultations are complimentary.  Thereafter, we offer three services which incur a fee:

  1. Development of your Financial Plan

  2. Plan implementation

  3. Ongoing reviews and support

 

Fees can be met from your own bank account, or may be deducted from plans you hold (with your express agreement).

Wealth Management

Retirement Planning

Divorce Planning

Care Fees Planning

Estate Planning

Funeral Planning

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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