Optimize

General information

Our aim is to build long term relationships with our clients based on our core values of honesty, integrity and trust.
We are not tied to any bank or financial institution which allows us to offer advice and products which are completely independent of provider bias.
Our team of advisers offer a range of qualified services including advice on Family and Income Protection, Savings & Investments, Pensions, ‘At Retirement’ planning, Mortgages, Equity Release and Home Insurance*.
*Optimize Financial Solutions Limited act as a credit broker not a lender for Home Insurance

Through our professional connections we offer access to Estate Planning, Wills, Power of Attorney, Trusts and Conveyancing services.
Working closely with our clients we aim to ensure they have the right plans in place to protect their lifestyle and achieve their future goals. We understand that this can take time and that circumstances change, which is why we build in regular reviews to make sure the plans continue to be appropriate to individual circumstances.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
We normally charge a fee for mortgage advice, however this will be dependent on your circumstances. Our typical fee is £500

AN EQUITY RELEASE PRODUCT WILL REDUCE THE VALUE OF YOUR ESTATE, WILL NOT BE SUITABLE FOR EVERYONE AND MAY AFFECT YOUR ENTITLEMENT TO STATE BENEFITS. TO UNDERSTAND THE FEATURES AND RISKS PLEASE ASK FOR A PERSONALISED ILLUSTRATION.
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE
We normally charge a fee for equity release advice, however this will be dependent on your circumstances. Our typical fee is £700

Some of the services listed are not regulated by the Financial Conduct Authority

Optimize Financial Solutions Limited is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Conduct Authority
Registered Address - 43 Gauze Street, Paisley Renfrewshire PA1 1EX - Registered in Scotland No. 236906