We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses.

On 1st June 2018 we changed our name from Optima Financial to tba Wealth Management.

Regulated by the Financial Conduct Authority tba Wealth Management is well established and proud of its high service standards. Unlike many firms and high street banks we are service orientated not sales driven and our clients can be confident that we will treat them fairly by putting their needs first. Our Independent Financial Adviser Martin Card, has once again been awarded Top Adviser status from VouchedFor for 2024.