About Our firm

We are a small, established company addressing the needs of local individuals and businesses. We take great pride in our reputation for delivering a professional, reliable service. In fact, over 85% of our new clients come via the personal recommendation of existing customers who place their trust in us.

If you value the feeling of being in control and the peace of mind and security that brings, please contact us for a free, no obligation consultation. Our advice and recommendations are made in plain English and without jargon.

We’re confident we can either save or make you money, so please get in touch. Consultations are available at our office, your workplace or in the comfort of your home. Weekend and evening appointments are also available.



Optima Financial Planning Ltd is An Appointed Representative of Sesame Ltd.,
which is authorised and regulated by the Financial Services Authority

Sesame Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427
The FSA do not regulate National Savings products, personal and commercial loans, wills/will writing, utilities, book sales or some forms of mortgage, tax planning, inheritance tax planning, offshore funds.

The advice and / or guidance contained within this site is subject to the UK regulatory regime
and is therefore targeted at consumers based in the UK.
Optima Financial Planning Ltd

Suite 3 De Bradelei House
Chapel Street
Belper
Derbyshire
England
DE56 1AR
Location MapDirections

tel: 01773 825552
fax: 01773 882639
optima@financematters2u.co.uk

Registration Address: As Above
Registered in England, No:4202972


Directors
Glyn Gillard
Ian Cannon
Dale Smith
About Us
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