We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. At Optima Financial we pride ourselves inlistening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire to achieve in the future, and we believe we can help you attain your goals.
Key Benefits Ltd is delighted to announce it has merged with Sterling McCall Wealth Management. The merger will enable us to continue providing our small company brand of personal hands-on independentfinancial advice and management services, but with the backing, resources and security of a major and growing force in financial services.
We specialise in providing you with quality, professional financial advice that you can trust. Whatever your particular requirements, whether it be a mortgage, remortgage, buy to let, or protectionagainst accident, sickness or death we can ensure that we find the best solution for you.
James Weir Financial Services LLP was established in 1997 by Stephen James and Brendan Weir. Coming from a banking and insurance background with a combined industry experience of over 35 years, thecompany is well placed to assist with all aspects of financial planning. The main ethos of the business is to provide a quality service to our clients.
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