Optimise Wealth Management Ltd

Optimise Wealth Management Ltd was a financial advisory firm based in Harrow, north-west London. The company was previously authorised and regulated by the Financial Conduct Authority (FCA). However, it ceased to be an authorised firm on 9 July 2022 and was officially dissolved on 14 June 2022.

On 24 February 2023, the Financial Services Compensation Scheme (FSCS) declared the firm in default, thereby opening the door to compensation claims.

At the time of the default, Optimise Wealth was facing 31 claims, many related to defined benefit (company) pension transfers into Self-Invested Personal Pensions (SIPPs). Of these claims, one was upheld by the Ombudsman, six were rejected, and 24 were still in progress.

If you were advised by Optimise Wealth Ltd to transfer out of a defined benefit (company) pension into a personal pension, such as a Self-Invested Personal Pension (SIPP), and have suffered financial losses as a result, CP Financial Claims can assist you with a compensation claim to the FSCS.

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Simply complete the short form below and a member of our expert financial claims team will call you to discuss how we can help prepare your case for compensation.





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It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.