Understanding Your Needs
Preserve and grow your wealth with the access to world renowned investments and the help from our trusted, expert investment advisors.
At Optasia, we take your exact needs and circumstances into consideration to offer you uniquely designed investment solutions. Using our long-term investment products, coupled with our expertise, we will introduce you to global investment opportunities.
The first step is to help build a clear picture of the results that you’re looking for – results that take into account your:
- Current financial position
- Future financial goals and aspirations
- Attitude towards the subject of investment risk
- Tax efficient opportunities such as pensions and ISAs
- A good advisor will help you better understand your financial goals and help you find the most appropriate way to achieve them.
How We Can Help
We can help you plan for your future effectively, helping you make the right financial decisions at key stages in your life. We contribute knowledge, experience, expertise and take care of most of the legwork for you.
We are easily contactable and will make ourselves available to you at short notice to advise and guide. By good communication we can build a relationship with you, paying careful attention to your changing needs and circumstances.
With so many financial products available over the internet, it can be tempting to cut out the middleman and ‘go direct’ but when you’re making decisions about your financial future, it is prudent to seek professional advice. The guidance you get from our advisors is invaluable as our services are bespoke to you and we have over 35 years of experience seeking only the very best possible outcomes for our clients.
Our Investment Strategy
We believe that the single most effective way to reduce investment risk is to diversify all client investments and the best way to do this is to invest in funds, not individual stocks. Having your money in a fund gives the advantage of being diversified and because it’s pooled with many other investors, the costs that you pay for this diversification is low.
We are able to run a team of extremely experienced investment professionals to find some of the very best fund managers in the market to manage your money. If any of our chosen fund managers stop delivering to our requirements, we retain the right to swap them for those who can.
We pride ourselves on correctly identifying the different types of funds that will meet your needs resulting in clients being very satisfied with the service that we deliver.
We work with a large range of leading financial providers to deliver the right product for you.
Investment Funds Available
These are the investment funds available through your Openwork adviser at Optasia Wealth Management Ltd:
Omnis ‘own-label’ Range
This consists of the funds selected on our behalf by the specialist investment management firm Omnis. Crucially, each fund in the Omnis range is managed by a specially-selected expert fund management group, each able to demonstrate long periods of skill and fund management performance in their particular specialism.
Individually Approved Funds
This group consists of some 140 funds, each one individually approved by the Openwork Investment Committee, categorized within our risk-profiling system and managed by a wide range of highly-rated external fund managers.
To speak to a member of our team, contact us on 01704 514000 or click here to send us an enquiry.
Past performance is no guide to future performance and may not be repeated.
The value of your investment and any income derived from it, may go down as well as up and you may not get back the full amount invested