Why Optima?

OUR FOCUS

Customer Centric

Optima’s main focus is making sure clients are confident and comfortable when investing, the Optima team will make sure that you have all the information that you require to make a well-informed decision. 

Investments tailored to you, the investor. Our clients are our priority so we want to understand you, your story and your financial goals. Your Account Manager will discuss and analyse every investment opportunity with you, but you will always have the final say, consequently when you succeed, we succeed. 

OUR Team

Optima have a team of dedicated Account Managers that ensure all clients receive an effortless investment service. The Optima team will assist you with any queries that you may have and will walk you through all the details in relation to the opportunities that are of interest.

Before investing your Account Manager will make sure that you have all the information that you require to ensure you are comfortable when making the best informed decision that you can. Once invested, your Account Manager will monitor the performance of your investment and provide you with regular updates so you can make an educated, profitable decision on your investment.

What We Provide?

Hands Off Investment

Hands Off Investment

Every investment opportunity has been analysed and evaluated, this allows us to offer an effortless service to investors, so you can reap the rewards of a hands off investment.

Essentials For Your Portfolio

Essentials For Your Portfolio

With investors and landlords ever increasingly looking for new methods of portfolio diversification, alternative investments are progressively becoming more prevalent in large institutional funds and private investors' portfolios. 

Trust & Transparency

Trust & Transparency

Optima focus on building safe and secure lifelong relationships, based on trust and transparency. We operate an ‘open door policy’ so feel free to arrange a meeting with a member of staff or alternatively contact us to find out more. 
KEY FEATURES

Diversification

Alternative investments are a well known diversification strategy, utilised in the aim of mitigating risk. This is a technique that is used by most successful hedge funds and private equity firms.

Security

Client safety and security is of paramount importance, therefore no funds are handled by Optima and all investments are made directly to the investment issuer. Each investment and provider are stringently analysed through a due diligence report.

No Fees

Clients will bear no charges when signing up to Optima or when investing in the investment opportunities at hand. Optima are paid a commission by the investment issuer.

Fixed Returns

Optima Wealth UK take pride in offering a wide range of investment opportunities. Offering fixed returns from 7% – 22%, while others offer unlimited capital appreciation. 

Regular Updates

Optima’s dedicated team of Account Managers provide all clients with regular updates regarding their investment. 

High Yields

All investments introduced by Optima will offer an opportunity for prospective clients to achieve higher yields than your typical bank based ISA or FTSE 100 portfolio*.

Are you interested in finding out more information on Optima?

Please get in touch and the Optima team will be happy to help.

CONTACT NOW

Optima Wealth UK
Contact Form

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