Optimise Wealth Management

Background Information

If you were provided with advice from Optimise Wealth Management, please complete the form and an expert from Simon Adams will be able to review the advice provided to you by the firm.

This firm was only regulated by the FCA from February 2019 and then applied to cancel their permissions in January 2021, however, during that time they transferred a large amount of people’s final salary (or defined benefit) pensions.

The FCA has found that a large percentage of transfers from these schemes were unsuitable (or unclear whether the advice is suitable or not) for the client, meaning that the advice you may have received from the firm could have been negligent.

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