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Optimise Wealth Management Ltd

Failed 24/02/2023

FRN: 812526

Optimise Wealth Management Ltd declared in default

Optimise Wealth Management Ltd was declared in default by the Financial Services Compensation Scheme (FSCS) in February 2023.

According to reports the FSCS has so far received 31 claims against the firm, most of which relate to Defined Benefit Transfer advice. Of the 31 claims, six have been rejected, 24 are in progress and one was upheld, thus triggering the declaration of default.

Companies House records show that the firm was dissolved in June 2022. The firm ceased to be authorised by the FCA on the 9th of July 2022.

 

Making a Claim against Optimise Wealth Management Ltd

As the firm no longer exists, eligible claims will be processed by the Financial Services Compensation Scheme (FSCS).

The FSCS is limited to how much compensation it can award which will depend on how and when you were mis-sold.  The FSCS’ current maximum amount is £85k per eligible person, per firm.

 

You can make a claim yourself for free with the FSCS. Here’s some useful links…

Financial Services Compensation Scheme
FSCS Making a claim
FSCS Contact Us

Money Helper
How to spot a pension scam

Money & Pensions Service
How MaPS can help those who have been scammed on their pensions

Using our claims service to handle your claim

Pension Claim Consulting is one of the UK’s leading claims management firms specialising in mis-sold pension and investment compensation claims.

Our claims service includes full investigations and total management of your claim on your behalf.

Our success fee is calculated at 15%+VAT (total 18%) of the gross amount of compensation offered to you.

And our maximum success fee is capped at £7,500 + VAT.

Not sure if you have a claim – our initial assessment could help.

It’s simply a chat with one of our friendly experts who can tell you if we think you have a case and what your options are should you wish to pursue a claim.

It’s free, confidential and there’s absolutely no obligation to use our claims service to make your claim.

Simply fill in the form below to arrange yours! 

Key Facts

1
Advice firm Optimise Wealth Management Ltd was declared in default by the FSCS in February 2023

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Important Information!

You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.

It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.