Testimonials

"I have made use of tba Wealth (previously Optima Financial) for many years to assist in my pension investments, and recently quite intensely in the transition into retirement. They have proved invaluable with their advice; thanks go to Martin Card and his team. Incidentally, while being involved with a family business many years ago, Martin Armstrong was an enormous help while looking after the accounts of our Limited Company.”

Graham Mincher

"I've worked with tba Wealth (Optima) for more than 15 years, and I’ve always found them to be friendly, knowledgeable and efficient. Definitely recommended.”

Mr P.M

"I have used tba Wealth for personal financial advice on several occasions and I have always been impressed by the quality of service I have received. Areas covered include planning for retirement, pensions advice, savings and investments, and a general financial health check. Their alliance to Turpin Barker Armstrong accountants is also very helpful, as I now plan to open my own company. To get high quality independent financial advice and accountancy services all under the same roof is very useful. I would highly recommend them.”

Mr A.J.S. CBE

"I have been using tba Wealth Management (previously Optima Financial) for approximately 15 years and have come to rely on their expertise and advice in relation to my investments and most recently pension requirements. They always endeavour to explain my options in a simple way that I can understand and answer any worries that I may have. I have found them to be extremely professional, confidential and courteous on all occasions and I would not hesitate to recommend them to anyone, as I have done so in the past. Thank you tba Wealth for your ongoing advice.”

Mrs S.E

"Almost two years ago I contacted tba Wealth for financial advice about my impending pension scheme pay-outs. The “health check” was very thorough and provided information to enable them to determine the correct investment plan for my needs. They also advised on changes to my ISA savings. I have been very pleased with the advice provided to me initially as well as during the subsequent on-going reviews. I have found tba Wealth to be very friendly but professional in their approach.”

Ms J.S

"Martin helped my mother with advice on a financial plan and asset management which one greatly appreciated and shall be following up on.”

Mr J.W