Optimal Planning
Optimal Planning is an independent financial advisory firm based in Salisbury, specialising in comprehensive financial planning services across Wiltshire, Hampshire, Dorset, and London. They focus on providing client-centric advice and operate exclusively on a fee basis, ensuring that their clients' best interests are prioritised without the conflict of interest commonly associated with commission-based advisers.
The firm is committed to maintaining high standards in financial planning, with Catherine Briers as a Certified Financial Planner professional. By adhering to ethical codes set by the UK's Chartered Institute of Securities and Investments, Optimal Planning strives to deliver expert guidance tailored to the unique objectives and circumstances of each client. Generated from the website
