Optasia Wealth Management Limited

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49 Ovington Drive, Kew, Southport, Merseyside, PR8 6JW

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FCA Number: 216440

Optasia Wealth Management Limited, with a reputable FCA registration of 216440, is an experienced financial services provider based in Southport, Merseyside. This proficient firm serves clients in the surrounding areas, specialising in life and investment planning, final salary pension transfers and comprehensive financial planning. Offering regulated advice, their main focus is on providing tailored services to suit individual requirements. They are recognised for their respectful approach to pensions retirement advice, resonating particularly well with those preparing for this significant life transition. Located near the bustling city of Liverpool, Optasia's Ovington Drive offices put them at the heart of the region, offering convenient access for local families and investors alike. Trust Optasia for reliable financial guidance.

Their team includes 9 financial advisers. Check FCA registration here.

Optasia Wealth Management Limited are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Life Insurance

Directions to Optasia Wealth Management Limited from the Motorway

1. From the M58:
2. At Junction 1, please exit in the direction of Kirkby/Maghull/A506.
3. Once you reach the Maghull Lane Interchange, take the first exit which will lead you onto Maghull Lane.
4. Subsequently, turn left into Prescot Road/A506.
5. Continue straight on Prescot Road, which eventually becomes B5197.
6. Thereafter, make a left turn into St Anne's Road/B5197.
7. At the subsequent roundabout, proceed to take the third exit, which will lead you onto County Road/A59.
8. Take a slight left onto Southport Road/A570.
9. Upon reaching the roundabout, please take the second exit onto Town Lane Kew.
10. At the following roundabout, take the second exit onto Folkestone Road.
11. Proceed by turning right into Ovington Drive.
12. Continue on the same road by turning right and then left accordingly to stay on Ovington Drive. Your destination will appear on your right.

List of advisers under Optasia Wealth Management Limited:

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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.