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Optimise Wealth Management Ltd

Did you receive pension advice from Optimise Wealth Management ltd?

If so, now’s the time to check if you should be claiming compensation for unsuitable pension advice.

Optimise Wealth Management were a financial advice firm established in 2018 and based in Middlesex.

According to companies house the company was dissolved on June 14th, 2022.

And as of July 2022, they are no longer authorised Financial Conduct Authority (FCA).


Unsuitable pension advice

It’s thought that Optimise Wealth Management Ltd may have given some of its’ client’s unsuitable pension advice.

In particular, advice regarding final salary /defined benefit pension transfers.

These types of pension schemes are considered valuable and it is usually only in certain circumstances that advice to transfer would be in the best move.

If you have been given unsuitable pension advice you may be able to claim compensation.

FSCS accepting claims against Optimise Wealth Management

The Financial Services Compensation Scheme (FSCS) has yet to declare Optimise Wealth Management in default. But it is accepting claims against them.

The FSCS exists to protect customers of financial services firms when they have failed and can’t pay claims. The FSCS can pay compensation to eligible claimants but it is limited to how much it can award.

Want help checking for mis-sold pension advice?

If you are concerned about the pension advice you received – we can help.

Our free initial consultation can help you check if the advice you received was suitable. If not you may have a case to claim compensation.

It’s simply a chat with one of our experienced claims handlers to initially assess if we think you have a claim. And we will explain all the options available to you.

Our assessment is free and there is no obligation to use our service.

Fill in the form below or call our office.

Arrange your free consultation

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    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.