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Why Optiwealth ?

Optiwealth makes it easy for clients to access world class long term investment management, without hidden fees or large commissions. We construct, develop and manage your personalised Globally diversified Investment Portfolios across all asset classes.

Our Beliefs

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Our Services Explained

Testimonials

Meet the Team

Become A Client

You work hard for your money, now take the step and let Optiwealth manage it for you.

We are a sophisticated Wealth Management firm that offers Investment and Pension advice on a FEE FOR SERVICE basis.

We do not take commissions on Pension or Investment Business.

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What We Do

Retention

  • Legacy control
  • Wills
  • Power of Attorney
  • Power of Guardianship
  • Capital Acquisitions – Inheritance Tax shelters
  • Business succession planning

Extraction

Availability of different reliefs that will enable you to pay less tax and increase tax free cash benefits.

Accumulation

  • Increasing performance
  • Reducing costs
  • Reducing tax
  • Model portfolios
  • Centralised investment process

Protection

  • Foundation
  • Protection
  • Risk Mitigation
  • Reducing Tax
  • Reducing Charges

“Optiwealth helped mitigate the potential tax loss for our estate, they were professional and helped guide us through every step of the way.”

Mr & Mrs O’Sullivan
Opticians & Property Investors

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