How we do it
The services are provided via specialist teams supporting the respective areas of Personal Financial Planning and Employee Benefit Services. Each client has a dedicated adviser and personal service team consisting of usually two or three qualified and experienced staff available to assist. This approach provides continuity and the in-depth coverage which clients benefit from and appreciate.
We have and will continue to invest heavily in market leading systems and specialist support to deliver services to our clients.
Clients are provided with meeting notes detailing agreed actions and for larger exercises we adopt a project management based approach to delivering the agreed outcomes.
We always look for opportunities to work with a clients other advisers where this can deliver enhanced and better co-ordinated outcomes for a client.
Optima Financial Services Ltd
2 Bon Accord Square
Phone: 01224 212 128