History of Optasia Wealth Management
With over 4500 clients under influence exceeding £140m, we are committed to provide an exceptional service to help you achieve your individual financial goals and objectives.
Pradeep Sharma formed his advisory firm over 35 years ago and brings together three other successful financial advisory firms, merging with Stuart Gray Associates Ltd in 2012, acquiring Melfyn Parry’s financial practice in 2018 and Martyn Whittaker’s financial practice in 2020. It’s been a delight to manage their clients and continue the hard work that has gone into raising the prosperity of those clients.
Pradeep Sharma started his advisory career in 1983 with the aim of providing an exceptional financial planning service to both private and corporate clients in the retail financial services sector. In addition to running this firm, he developed a successful career in sales management with Allied Dunbar who later became Zurich Advice Network and finally The Openwork Partnership. In 2011 he decided to leave his role as a business development director to concentrate on growing and developing his own firm.
Stuart Gray formed his firm over 20 years ago and focussed on providing financial advice for his clients. His approach to delivering fair and clear solutions for his clients led to an ever-growing client base. Operating from his office in Kew, Southport he covered the full spectrum of financial advisory service, supported by a strong administration team.
Melfyn Parry built a successful financial practice for over 35 years and always looked after the client by providing a range of complete financial solutions tailored to their specific needs.
Martyn Whittaker began his career in 1983 providing holistic advice and recommendations to help both individuals and businesses achieve their financial objectives. He specialises in retirement and investment planning including the mitigation of Inheritance Tax. We are delighted to have him join our team and we believe the experience he brings will prove valuable.