About Optimise Wealth Management Ltd


  • Optimise Wealth Management Ltd is Independent Financial Advisor regulated by FCA.
  • Company Director & Owner Salik Kadri hold Chartered Status which is Industry’s Gold Standard Qualification also qualified Pension Transfer Specialist to give advice on Final Salary Pension Transfer.
  • We are committed to provide best possible advice based on your personal circumstances.

Taking any decision with your pension can be extremely difficult. This is a complex area of financial planning and we have the experience to help you. We are experts in many areas of pension planning This includes

  • Final salary pension transfers
  • Retirement planning
  • Wealth Management
  • Insurance & Protection

We will be able to provide advice on the new pension options including taking benefits in a flexible manner and will provide full advice on Wealth Management and Insurance & Protection.

Why use Optimise Wealth?


  • We provide focused independent financial advice
  • We will assess your circumstances and requirements and provide you with a formal report
  • We will outline your options and provide you with clear advice
  • We are experts in Final Salary pensions advice.

If you would like to find out more about our services and how we can help you, simply speak to us today.

Phone

07495 819 501

Email

salik@optimisewealth.com

Address

34, Lincoln Road, Northwood Hill, Middlesex

Optimise Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, FCA No: 812526.

Investment advice, an investment recommendation, or an offer / solicitation for a transaction in any financial instrument. Investing in different asset classes carry different levels of risk and the value of assets can go down as well as up. Past performance is no guarantee of future performance. Any advice given is based on our best judgement at the time and we cannot be held responsible if any investment fails to achieve our expectations.

Registered Office: Optimise Wealth Management Limited, 34, Lincoln Road, Northwood Hill, Middlesex-HA6 1LD. Registered in England Company Number 11423913.

Material contained on this website is solely for the purpose of general information only, guidance and/or advice contained in this website is subject to UK regulatory regime.


Copyright © 2019 OptimiseWealth

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