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Optimum | Independent Financial Advisers | Finance Advice | Planning

Trading for over 15 years, Optimum IFA offers independent financial advice that you can trust. Visit here to start investing your money wisely

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Optimum | Independent Financial Advisers | Finance Advice | Planning | optimum-ifa.co.uk Reviews

https://optimum-ifa.co.uk

Trading for over 15 years, Optimum IFA offers independent financial advice that you can trust. Visit here to start investing your money wisely

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1

Wealth Management | Advice and Planning | Optimum

http://optimum-ifa.co.uk/wealth-management

Optimum Independent Financial Advisers offers wealth management advice and planning, via our Optimum Investment Management (OIM) service, to individuals, trustees, charities and businesses. All solutions will be specific and bespoke to individual circumstances. Initial recommendations and ongoing reviews will take into account attitude and tolerance to investment risk, asset allocation, investment and fund selection and tax planning. Optimum Investment Management (OIM) Service. Engaging the services of O...

2

Cookie Policy | Usage of Cookies on the Optimum Website | Optimum

http://optimum-ifa.co.uk/cookie-policy

Information about the cookies on our website. A cookie is a piece of information that a website stores on the website browser on your computer. The browser sends the information back to the website to enable the website to recognise the user. Cookies include information such as the lifetime and expiry date of the cookie, the domain the cookie has come from and an identifier – for example, a random unique number. Managing cookies using your browser. Further information about our use of cookies. Performanc...

3

Income In Retirement - Revised Thinking - Optimum IFA

http://optimum-ifa.co.uk/income-in-retirement-revised-thinking

Income In Retirement – Revised Thinking. June 11, 2015. The long-standing traditional manner of providing ones income in retirement has been ‘arguably’ blown apart with the new pension rules. Retired clients could be wasting up to 16,100 of tax free allowances each year by taking their retirement income solely from their pension. And at the same time they could be reducing how much of their wealth that could be left to their loved ones on death. To achieve this will require:. An adviser who can provide a...

4

Investment Planning | Investment Management | Services | Optimum

http://optimum-ifa.co.uk/our-services/investment-planning

Prudent investment planning can help achieve a more profitable return on capital and massively improve tax efficiency, rather than simply holding funds in a deposit based savings account. Optimum Investment Management (OIM). Investment planning from Optimum will be specific and bespoke to our clients individual circumstances and will consider their personal financial goals, tax position and preferred balance between risk and return. Contact us about Investment Planning. To find out more about Investment ...

5

Specialist Tax Planning | Independent Advice | Services | Optimum

http://optimum-ifa.co.uk/our-services/specialist-tax-advice

The government creates many legitimate opportunities to reduce the amount that an individual, a company or a deceased’s estate pays in tax. However, tax is a complex area, and as such many of these tax saving opportunities are missed simply due to apprehension about considering the options and plans available. Inheritance Tax (IHT) Solutions. There are investments that fall outside the estate after just two years, as long as it is still held at the time of death (unlike traditional IHT solutions, such as...

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Contact an Independent Financial Adviser on. Optimum are a fantastic professional company, nothing is too much trouble. Optimum provide a first class service and great advice". Contact an Independent Financial Adviser on. Always very professional and on the end of a phone whenever required. A truly professional outfit offering sound comprehensible advice". Contact an Independent Financial Adviser on. Optimum are highly competent and efficient. I value the advice that they give. View The Optimum Blog.

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