About the Business

We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. Prior to 2001 Optima Financial traded under the name of turpin barker armstrong, but after developing strategic alliances with a number of highly regarded firms of accountants and solicitors decided to re-brand to Optima Financial so as to alleviate their worries about introducing clients to another firm of accountants.

Having served our clients for over 25 years, we have a heritage we are extremely proud of. Regulated by the Financial Services Authority the business is well established and proud of its high service standards. Unlike many firms and high street banks we are service orientated not sales driven and our clients can be confident that we will treat them fairly by putting their needs first.

Location & Hours

1 Westmead Road

Carshalton, SM1 4LA
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