About
Optasia Wealth Management Ltd runs an accountancy and finance operation from Southport, Sefton. The firm offers financial advice, investment and pension planning, retirement solutions and protection cover. It has traded as a registered company since 2009.
The firm is led by Pradeep Sharma, director & wealth management consultant.
Optasia Wealth Management Ltd works with clients across the Liverpool City Region.
What Optasia Wealth Management Ltd does
- Wealth management
- Financial advice
- Investment planning
- Pension planning
- Retirement solutions
- Mortgages
- Business protection
- Life insurance
Questions people ask
- Where is Optasia Wealth Management Ltd based?
- Optasia Wealth Management Ltd is based in Southport, Sefton, in the Liverpool City Region.
- What does Optasia Wealth Management Ltd do?
- Optasia Wealth Management Ltd works in accountancy and finance. Optasia Wealth Management Ltd offers financial, investment and pension advice from Southport, Sefton, since 2009. Its services include wealth management, financial advice, investment planning, pension planning, retirement solutions, mortgages, business protection and life insurance.
- How can I contact Optasia Wealth Management Ltd?
- Contact details can be added when Optasia Wealth Management Ltd claims this entry.
- Who runs Optasia Wealth Management Ltd?
- Pradeep Sharma is listed as a contact for Optasia Wealth Management Ltd.