Optasia Wealth Management Limited

When do you want to retire and how much income will you need?

How much cash would your family need to maintain their current lifestyle if you die prematurely?

Are you making the best use of any spare capital or surplus income?

Contact Us

On this page you will find information on how to contact us by a range of methods.

Name	Position	Telephone	Email
Pradeep Sharma	Director	07836722780	pradeep.sharmatheopenworkpartnership.com
Munish Sharma	Director	01704 514000
Amanda Dixon	Administrative Director	01704 514000	amandaoptasia.co.uk
Diane Parkinson	Client Relationship Manager	01704 514000	dianeoptasia.co.uk
Abigail Whittaker	Account Executive	01704 514000	abbioptasia.co.uk
Shannen Leonard	Account Executive / Mortgage & Protection Adviser	07972832525	shannenoptasia.co.uk
Clive Howes	Wealth Management Consultant	07900080809	cliveoptasia.co.uk
Jonathan Rowe	Wealth Management Consultant	07540735124	jonathanoptasia.co.uk
Will Smith	Financial Planning Consultant	07525067101	willoptasia.co.uk
Ashley Graney	Mortgage & Protection Adviser	07552937564	ashleyoptasia.co.uk
William McGoldrick	Mortgage & Protection Adviser	07957331764	william.mcgoldrickoptasia.co.uk
Luke Pickles	Mortgage & Protection Adviser	07898177256	lukeoptasia.co.uk
Joe Smith-Butler	Wealth Management Consultant	07540077196	joeoptasia.co.uk
Sean Butters	Wealth Management Consultant	07534529624	seanoptasia.co.uk

Tel. 01704 514000

Fax. 01704 514888

Email. infooptasia.co.uk

49 Ovington Drive
Kew
Southport
Merseyside
PR8 6JW

Optasia Wealth Management Ltd
49 Ovington Drive
Kew
Southport
PR8 6JW

Optasia Wealth Management Limited is a Limited Company registered in England & Wales no. 6895826.

Optasia Wealth Management Limited is able to advise in the following areas.

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/04/2024 at 04:00 PM