WHO ARE WE?

We are Optimum Wealth Solutions.

With over 20 year(s) experience working in the ever changing financial climate we are well placed to guide corporate and private individuals through the various options made available from the financial services sector.

At Optimum Wealth Solutions we support clients looking to increase interest on their savings, build wealth and take them on the journey through and into retirement. We do this successfully by providing simple communication to enable clients to make well informed decisions for now and in the future.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Key areas include:

  • Saving for children and life events
  • Attracting more interest on Savings & ISA’s
  • Lump sum investments
  • Inheritance protection and tax planning
  • Company pension schemes including Auto Enrolment
  • Retirement planning & retirement reviews
  • Long term care planning

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Tax Planning and Auto Enrolment is not regulated by the Financial Conduct Authority.

Below is a list of services we offer:

  • Tax exempt savings
  • Individual savings accounts
  • Single premium investments
  • Flexible Pension Planning
  • SIPP & SSAS planning
  • Auto Enrolment
  • Portfolio reviews
  • Inheritance Tax Planning
  • Equity Release
  • Long term care planning
  • Income protection
  • Business protection
  • Private medical insurance

Contact Optimum Wealth Solutions Today

MEET THE TEAM

Lee A Spooner

Director/Financial Adviser

Sarah Clayton

Department Manager

Andrew D Biggs

Practice Private Medical Insurance Consultant

Phetlada Khamchaiya

Business Support Apprentice

Optimum Wealth Solutions is a trading style of Ashley Law Sheffield West Limited an Appointed Representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Ashley Law Sheffield West Limited is registered in England and Wales, No: 8461407. Registered Address: 51 Clarkegrove Road, Sheffield, South Yorkshire, S10 2NH.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.


If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Intrinsic Complaints Department, Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY. Email: complaints@intrinsicfs.com Tel: 0191 241 0700

You can find more information by visiting the Intrinsic Financial Services website: http://www.intrinsicfs.com/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)