Optasia Wealth Management
Financial ServicesView the employees at
Optasia Wealth Management-
Lynn Street DipFS CeMap Pensions, Investments, Mortgages and Protection advice at Optasia Wealth Management Ltd
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Southport, England, United Kingdom
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Rising Star
Ashley Graney Senior Mortgage and Protection Adviser-
Liverpool, United Kingdom
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Rising Star
Abigail Whittaker Wealth Paraplanner at Optasia Wealth Management-
Rising Star
Will Smith Financial Advisor at Optasia Wealth Management-
Rising Star
Joe Smith-Butler DipPFS Cert CII (MP) Wealth Management Consultant-
Manchester Area, United Kingdom
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Rising Star
Overview
FINANCIAL PLANNING AND WEALTH MANAGEMENT FROM OPTASIA. The vision to plan and provide forward thought based on sound principles, solid foundations and real insight. Inspiring trust and integrity through a shared understanding of objectives. Approved by The Openwork Partnership on 31/03/2023
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