About Us

Optima Financial is a team of dedicated Independent Financial Advisors (IFA’s), serving a wide range of personal and business clients.

Separately regulated by the Financial Services Authority the business is well established and proud of it’s high service standards befitting a professional accountancy practice.

Unlike many IFA businesses and high street banks, we are service orientated not sales driven, and our clients can be confident that we will treat them fairly by putting their needs first.

Business size

1-10 employees

Commercial presence