At Optima Financial we pride ourselves on fully understanding the needs of our clients and providing them with independent quality advice in the time scales their busy lives demand. Our advisors include specialists across the full spectrum of financial services, ensuring that clients always receive the most appropriate advice on which financial products meet their specific requirements.

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Ludlow Dixon

Apr 15, 2021

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My wife & I discovered tba Wealth Management and were very impressed with the professional service provided by Martin Card. He was very responsive to our requirement and provided clear up to date information on the product. I would not hesitate in recommending them to family or friends.

Sarah Etchells

Mar 10, 2020

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I have used and come to rely on TBA Wealth Management for many years to manage my investments and pensions. I have always found them to be very professional and knowledgeable in all areas of finance. I would have no hesitation in recommending them to anyone

Andy Mathieson

Oct 20, 2019

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I've had a very long pensions and ISAs relationship with TBA, in particular Alan Payne, and I recommend them for their integrity, knowledge and customer service. When I was a total novice I trusted them to look after my finances. Now I have reached retirement and have done a lot more research I see that they really have been working professionally in my best interest.

Steven Hiscox

Mar 21, 2019

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Tba Wealth Management were recommended to me by my father for advice concerning accessing my pension funds. The advice that was given was clear and concise and allowed me to meet my objectives with little complication

David Wilson

Mar 17, 2019

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My wife and I met with Martin Card yesterday to discuss our Pensions provision. Martin's advice was first class and really helped us to understand all of the options available and ensure we are on the right track. I would thoroughly recommend Martin and should we need some further advice will look forward to meeting with him again.

Dan Haynes

Mar 14, 2019

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I have been a client of tba Wealth Management for a number of years now and can highly recommend them for their professionalism, advice and excellent customer service.

Mike Roberts

May 07, 2017

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I have been a client of Optima Financial now for many years, both as a private individual and for my company. The service has always been spot on and I have always been confident with the advice they have given me.

Carla Nicole Banks

Nov 24, 2016

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Highly recommend Optima Financial. Very helpful, reassuring and informative enabling us to plan affectively for the future.