Welcome to Optimize Financial Solutions

The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

Stephen Thomas - DipFA MLIBF MAQ Director / Financial Adviser

Stephen has been in Financial Services for over 30 years as a Financial Adviser, initially in Home Service and more recently as an IFA. Throughout his career Stephen has built up long standing relationships with his clients and has many years experience as a Wealth Adviser. This experience and approach to client relationships is at the core of the founding principles of the business. Qualifications include Diploma in Financial Advice (Dip FA) and CII Certificate in Mortgage advice (MAQ). Stephen can offer advice across the full spectrum of financial services and in addition to Investment and Pensions Advice, he is also a highly experienced specialist in the Residential Mortgage Market.

Alex Lawrie - DipFA MLIBF CeMapDirector / Financial Adviser

Alex has been in Financial Services for over 30 years, initially in Home Service, and has a great deal of experience as a Wealth Adviser as well as sales and compliance management. Qualifications include Diploma in Financial Advice (Dip FA) and Certificate in Mortgage advice and Practice (CeMAP). Alex can offer advice across the full spectrum of financial services and in recent years has specialised in Retirement Planning, including Accumulation and ‘At Retirement’ planning. Alex is also a qualified Equity Release adviser and provides advice on the different options available in this area, including Lifetime Mortgages and Home Reversion Plans.

E: alex@optimizefs.co.uk T: 07714 980806
Lorraine Hamilton - DipPFS Cert CII (MP)Financial Adviser

Lorraine has over 30 years experience in Financial Services. She joined the Optimize team in 2013, having previously worked as a Wealth Adviser with a leading High Street Bank. Having gained wide experience in Wealth Accumulation Lorraine has expanded on this since joining the Optimize Team. Qualifications include Diploma in Financial Advice (Dip PFS) and CII Level 3 Certificate in Mortgage advice (QCF). Lorraine can offer advice across the full spectrum of financial services and as well as providing a high level of advice and service to her Investment and Pensions clients she is also a highly experienced specialist in the Residential Mortgage Market.

Sharon Thomas Administrative Manager

Sharon joined the Optimize Team as Administrative Manager in 2016. Having previously worked in Financial Services with a large national Building Society, Sharon has used her experience to build on the client and administrative management systems within the business.

E: sharon@optimizefs.co.uk T: 0141 887 6778
Amy Ferrie Administrator

Amy joined the Optimize team in 2015 as a trainee Administrator via the Renfrewshire Employment Initiative. As a valuable team member Amy has developed her skills and deals with all aspects of administrative support in the business.

Company address: Optimize Financial Solutions Limited, 43 Gauze Street, Paisley, Renfrewshire, PA1 1EX

T: 0141 887 6778 E: enquiries@optimizefs.co.uk

Optimize Financial Solutions Limited is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

Optimize Financial Solutions Limited is registered in Scotland, Company No: SC236906. Registered Address 43 Gauze Street, Paisley, Renfrewshire, PA1 1EX.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.