Optasia Wealth Management Ltd

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Five minutes for your future.Make the time to check your pension is still on track. From finding old pension pots to rev...
16/10/2026

Five minutes for your future.

Make the time to check your pension is still on track. From finding old pension pots to reviewing your contributions, a quick check today could make a difference tomorrow.



Approved by The Openwork Partnership on 09/09/2026.

Optasia Wealth Management LTD is a trading name and is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

14/10/2026

Is your fixed rate deal ending soon in the back of your mind?

Whether you have a 2021 low rate or are ready to consolidate your help to buy loan, leaving it until last minute does not take the stress away!

Let’s check your end date. Contact me to start shopping rates early!



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Approved by The Openwork Partnership on 14/10/2026

Optasia Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

08/10/2026

For many people, there comes a point where the focus shifts from building wealth to sharing it with purpose.

It's a moment where your priorities change because giving feels like the right way to honour everything you’ve achieved.

Understanding the most effective way to give, whether through one off gifts or carefully structured plans can help ensure that your generosity has the impact you intend, without compromising your own financial security.

If you’re ready to turn your intentions into a meaningful plan, we’re here to help you explore the best way forward.



Optasia Wealth Management LTD is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 06/05/2026.

07/07/2026

Active retirement gives you the freedom to enjoy your hobbies, travel, and live life at your pace. But the lifestyle you’ve built relies on one thing - your income staying steady.

Keeping your retirement plan on track means making sure your money lasts for life, no matter what the future brings.

A strong protection strategy helps you:

Keep your retirement income sustainable for life
Ensure essential bills are covered during accident or illness
Protect your independence and financial stability
Maintain confidence in your long-term plans
Being prepared means you can focus on enjoying today, knowing tomorrow is protected.

Optasia Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 20/01/2026.

18/05/2026

Contact us today to find out more on how you can start saving for your child's future!




Optasia Wealth Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 11/03/2026.

13/05/2026

A new tax year brings a fresh opportunity to review your ISAs and make sure your money is working as hard as possible.
For the 2026/27 tax year, you can invest up to £20,000 into an ISA, and using your allowance early could give your investments more time to grow.🪴
Not sure where to start? We’re here to help you make informed decisions, use your allowances effectively, and create a plan that supports your financial goals, now and for the future.

Approved by The Openwork Partnership on 13/05/2026.

An ISA is a medium to long term investment, which aims to increase the value
of the money you invest for growth or income or both. The value of your
investments and any income from them can fall as well as rise. You may not get
back the amount you invested.

Optasia Wealth Management Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

28/04/2026

Still contributing to your workplace pension as you move through your 50s, 60s or into your early 70s?

You’re in a strong position, but also at one of the most important stages of financial planning.

As you approach the next stage of your life, your relationship with work and wealth begins to shift. You might be thinking about when to slow down, how long to keep earning, or how to balance your pension with your future lifestyle. Even if you’re still contributing, the decisions you make now can have a lasting impact on your long term security and financial freedom.

This is why speaking to a financial adviser can make such a difference. The right guidance helps you understand what’s realistic for your retirement timeline, how sustainable your income could be as work gradually plays a smaller role, and what choices will best support the lifestyle you want both now and in the years ahead.

Smart advice today means greater confidence in tomorrow.

We're here to help you plan for your next steps.



Approved by The Openwork Partnership on 10/03/2026

Optasia Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

24/03/2026

Tax year end is approaching!



Optasia Wealth Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Speak to an adviser to find out what ways you can start saving for your child's future!Optasia Wealth Management Limited...
11/03/2026

Speak to an adviser to find out what ways you can start saving for your child's future!

Optasia Wealth Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 11/03/2026.

Address

49 Ovington Drive
Southport
PR86JW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441704514000

Website

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