Optimal Planning LTD
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- The Portway Centre, Old Sarum, Salisbury, Wiltshire, SP4 6EB
Optimal Planning Ltd, located in the historic city of Salisbury, Wiltshire, is a trusted financial specialist offering insights into life and investments, as well as providing pensions retirement advice. Regulated by the FCA under number 463108, they offer comprehensive financial planning services focusing on the needs of each individual client. Known for their client-centric approach, Optimal Planning often assists local families and those approaching retirement in Salisbury and surrounding areas. Visit them at The Portway Centre, Old Sarum, Salisbury, for reliable, regulated advice centred around your financial aspirations. Trust Optimal Planning Ltd for your financial journey, where your financial wellbeing is our top priority.
Their team includes one financial adviser. Check FCA registration here.
Optimal Planning LTD are approved by the FCA to give advice on:
Directions to Optimal Planning LTD from the Motorway
- From the M3:
- At Junction 8, take the A303 exit to Andover/Salisbury.
- Proceed onto A303.
- Take the ramp towards Hungerford/Salisbury/A338/Marlborough/A346.
- At the roundabout, take the third exit onto A338.
- At the subsequent roundabout, take the second exit and remain on A338.
- Upon reaching the next roundabout, proceed straight onto Portway.
- Make a left turn onto Old Sarum Park.
- Make another left turn onto Spitfire Road.
- Finally, make one more left turn. Your destination will be on your right.
List of advisers under Optimal Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.