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Testimonials

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"I recently met Martin Card at the Mastermind Master Class where he gave an excellent presentation on his chosen area of expertise on tax planning and investments amongst other things.

I was immediately impressed by Martin’s intelligence, knowledge and understanding of his chosen profession. So much that I recommended him to one of my best clients who also happens to be a life-long family friend. My client required professional advice and assistance from someone with Martin’s expertise and experience.

After I had accompanied my client for a joint consultation with Martin and the head office of Optima Financial, my client could not sing Martin’s praises more highly. She came away from the meeting with a much better and more precise understanding of the various options available to her and a fuller understanding of the tax and legal ramifications of any choice that she may take and she way very touched by how Martin made her feel very much as ease.

Both my client and I were equally impressed with Martin’s quiet fortitude and full consideration of the problem at hand as well as the tentative care and attention both he and Optima Financial have shown my client to date.

Optima Financial have recently completed what can be best described as a substantial and fully comprehensive tax planning report. Having dealt with other taxation specialists within the industry, this is the first time I can say I am genuinely impressed by the report produced by Martin and Optima Financial which perfectly demonstrates that he has perfectly understood my client’s unique circumstances and requirements.

Needless to say, I have absolutely no reservation in recommending the services and expertise of Martin Card and Optima Financial to all my clients requiring specialist tax planning and investment advice."

Alistair Wharton
JDS Solicitors

“I’ve worked with Optima for more than 15 years, and I’ve always found them to be friendly, knowledgeable and efficient. Definitely recommended.”

Mr P.M

“I have used Optima Financial for personal financial advice on several occasions and I have always been impressed by the quality of service I have received. Areas covered include planning for retirement, pensions advice, savings and investments, and a general financial health check. Their alliance to Turpin Barker Armstrong accountants is also very helpful, as I now plan to open my own company. To get high quality independent financial advice and accountancy services all under the same roof is very useful. I would highly recommend them.”

Mr A.J.S., CBE

“I have been using Optima Financial for approximately 15 years and have come to rely on their expertise and advice in relation to my investments and most recently pension requirements. They always endeavour to explain my options in a simple way that I can understand and answer any worries that I may have. I have found Optima to be extremely professional, confidential and courteous on all occasions and I would not hesitate to recommend them to anyone, as I have done so in the past.

Thank you Optima for your ongoing advice.”

Mrs S.E.

“Martin helped my mother with advice on a financial plan and asset management which one greatly appreciated and shall be following up on."

Mr J.W.

“Almost two years ago I contacted Optima for financial advice about my impending pension scheme pay-outs. The “health check” was very thorough and provided information to enable them to determine the correct investment plan for my needs. They also advised on changes to my ISA savings. I have been very pleased with the advice provided to me initially as well as during the subsequent on-going reviews. I have found Optima to be very friendly but professional in their approach.”

Ms J.S.


“We have been with Optima Financial now for a number of years and have found them helpful, resourceful and hugely beneficial to our family’s future security.

They take the worry out of planning our financial security with a friendly, personal and professional service, giving us the advice we require to allow us to manage our finances with confidence. But most importantly, they do this in a way we can understand. I have recommended their services to friends/peers who needed informed advice and a quality service.”

Mr S.P.

“I have been a client of Optima Financial now for many years, both as a private individual and for my company.
 The service has always been spot on and I have always been confident with the advice they have given me.”

Mr M.R.

“I have been a client of Optima Financial since 2003.  The firm has guided me with my pension requirements and have, to the very best of the ability, "pointed me in the right direction." I have also used their services in respect of two equity release deals - and at all times I have been treated with the utmost respect and afforded the greatest degree of professionalism.  Whoever I have dealt with over what is now 14 years has always attempted, with financial integrity, to achieve the very best for me.  I can recommend Optima without reservation.”

Mr J.M.

“When we started our company back in 1974 we were recommended to seek your services together with our accountant, I have always found your company very professional and your advice has been invaluable over the years.

Although I am now retired I still use the advice of Martin Card regarding my pensions, and he is always to available to answer any queries I may have.”

Mr K.B.

“Optima was initially recommended to me by a friend. I  have used their financial services for a number of years and have always found them polite, impartial and efficient.  I have always been very happy with the financial advice given.”

Mr P.W.

“Martin Card of Optima has advised us for the last 5 years. We have found his advice practical, appropriate to our circumstances, requirements and preferences and pro-active. We have found him to be reliable and efficient and we feel we have a good relationship with him.'

Hope this helps - but we don't want Martin to get too busy!!”

Mr R.L.

“My wife and I have been clients of Optima for many years. After careful examination of our finances with an Optima advisor, we have always been given thoughtful options to maximise our savings. Discussions about our investments are explained clearly and we always feel we are afforded the same courtesy as a large organisation.”

Mr R.B.

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