Optimize Wealth LTD
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- St. James Place Wealth Management, 30 Lombard Street, London, City of London, EC3V 9BQ
Optimize Wealth Ltd is a highly respected firm based at St. James Place, Lombard Street, in the heart of London. Regulated by the FCA (number 1012994), they offer expert financial planning and advice throughout the city, and across the Greater London region. Specialising in life investments, pensions retirement advice, and final salary pension transfers, their approach focuses on creating tailored strategies to optimize your wealth. Whether you're embarking on the road to retirement or seeking guidance on investment opportunities, Optimize Wealth Ltd provides regulated, trustworthy advice to help you make sound financial decisions. Their professional yet approachable service ensures your needs are at the forefront of every financial plan.
Their team includes one financial adviser. Check FCA registration here.
Optimize Wealth LTD are approved by the FCA to give advice on:
Directions to Optimize Wealth LTD from the Motorway
- From the M1:
- At junction 19, take the A14 exit toward Felixstowe/Kettering. Merge onto the M6 motorway and continue onto the A14 motorway. Next, transition onto the M11 motorway following signage for London. Maintain your position in the right-hand lane to remain on the M11 motorway.
- Then, stay left to continue on the M11. Progress onto Exit 4, then merge onto the North Circular Road (also known as A406). Arriving at the roundabout, select the third exit onto the ramp for the A13 motorway, signposted for Central London, Isle of Dogs, and Canary Wharf. Follow the ramp towards these destinations.
- Make a slight right turn onto Newham Way (A13) and continue on the A13. Proceed onto East India Dock Road (A1261), following the A1261 route. Stay in the right-hand lane to continue through Limehouse Link Tunnel (A1203) and follow the A1203 route.
- Continue straight onto Tower Hill (A100) and subsequently onto Minories (A1211), where you will enter and then leave a toll zone. Continue straight onto Minories, entering another toll zone.
- Next, turn left onto Aldgate, followed by another left onto Fenchurch Street. Make a subsequent left turn onto Mincing Lane. Turn right onto Great Tower Street and proceed onto Eastcheap.
- Continue straight onto King William Street, and turn right onto Nicholas Lane. Finally, turn right onto Lombard Street, where the destination will be situated on your right.
List of advisers under Optimize Wealth LTD:
SJP Approved : tbc
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