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What's in a name?

Published: 01/06/2018 By Martin Card

After 17 years trading as Optima Financial we decided to change our name to tba Wealth Management.

So why?

Optima Financial has always been a trading name of turpin barker armstrong, a local London firm of accountants with many areas of speciality. We pride ourselves in the fact that whatever our clients’ needs are we can generally provide a desired outcome from one of our departments. However, for some time we have considered financial planning to be a key part of our clients’ success and so we wanted to ensure that they knew that we could offer all of our services under one roof.

We feel that the name change shows our commitment to our clients’ growth and our ambition to help them grow their wealth in as many ways as possible and that the ability for each of our departments to call upon the expertise of the others helps move us towards being a market leader in the quality service and advice we are able to offer.

tba – total business advice