Our unique edge
Chartered and Accredited firm
We’re one of a small group of UK firms who hold both Chartered and Accredited status. This recognition sets us apart as a trusted partner.
Modern yet traditional
We are a progressive and dynamic firm that adheres to the old-fashioned principles of professional integrity and personal service.
Focus on client outcomes
We rigorously test ideas and issues behind the scenes to ensure we consistently make the right decisions, driven by measurable outcomes.
Long-standing firm
For more than 45 years, our journey has been defined by a commitment to doing what's right, even when it's not the easiest path to take.
More than just a business
Whether volunteering or leading initiatives within the community, we make a positive impact beyond our day-to-day operations.
Understand your objectives
We know our niche. We know the services we provide. But most importantly, we know we work best with people who share our values.
Our passion is in the ongoing management of pension & investment products, and we have a demonstrable track record of results.
We specialise in at-retirement planning and have many years' experience in arranging and managing income drawdown products.
We advise on all areas of financial planning, and focus on developing long-term relationships with our clients.
Transparency is important to us, and we publish our services and fees so that you know what you know the costs of any advice we provide.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 4 Brook Park, Gaddesby Lane,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://optimumpath.co.uk/
- HQ
- Rearsby, Leics
Optimum Path Financial Planning Questions
Optimum Path Financial Planning's website is https://optimumpath.co.uk/
Optimum Path Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/optimumpath
Optimum Path Financial Planning has
8 employees.
View email and phone details for 8
employees at Optimum Path Financial Planning.
Optimum Path Financial Planning's industry is
Financial Services
Optimum Path Financial Planning's top competitors are
Balance: Wealth Planning Limited,
Cooper Parry Wealth,
Mabel Insights,
Chesterton House Financial Planning Ltd,
Handford Aitkenhead & Walker Ltd,
Fiscal Engineers Ltd,
Salisbury House Wealth,
Furnley House,
Jodu Wealth,
Msc Financial Planners.
Optimum Path Financial Planning's categories are Financial Services
Optimum Path Financial Planning's founding year is 1978
