Welcome to Optimize Financial Solutions

Testimonials

What do our clients say about us?

Sharon, Thank you for all work what you and your team did for me. I’m absolutely happy and I definitely would recommend your team. When I decided to buy a property I find it absolutely difficult and unclear to get a mortgage. I did have a meeting with my bank and they decided to arrange to meeting for online mortgage advice. I was shocked by the mechanics of this process. I had a great luck when I met with Lorraine. She has a great personality and makes her job a high priority. She understood what I wanted and she had a solution for it.  It was easy to provide the different types of documents and make my life easier. I did contact her asking her advice and her experience was definitely a big help to make a decision. I believe Lorraine is a heart of your team, fantastic experience as she has and how she understands the property market definitely makes the company and client successful. I definitely would recommend Optimize. At the same time would say thank you for all of the team who also helped to me. I wish you all the best.
ZOLTAN VERDES – HOUSE PURCHASE
Lorraine, Hatem and I would like to thank you so much for your help to buy our new home. We will recommend you to any friends who need any financial help. Thanks again.
HATEM & KIM BOUZIDI – HOUSE PURCHASE
Thank you so much Sharon and thank you to you and Stephen for all your help!!! (With the purchase of our new home). Need to come and see it and get a coffee!
ANDREW & TRACY FAY – HOUSE PURCHASE
At a financially traumatic time in my life, desperately needing help, Alex was recommended to me. Thank goodness he was. He is honest and straight talking and as a family man is able to empathise with his clients. I have been able to move on with my life thanks to Alex.
IRENE ADAMSON – EQUITY RELEASE
Alex, John and I don't have the appropriate words to thank you (and Stephen and your Admin Team) for the very personal and professional service we've received. We still remind ourselves regularly that without Stephen's help and guidance, followed by yours, we would never, ever have been in the very fortunate position we find ourselves in now................ALL thanks to the expertise of your firm. I have to say that for John and I, this journey has felt like so much more. We've been made to feel special and cared about...........something you just don't seem to find too often these days! You've both travelled the journey with us and for that, we'll always be grateful. I know it can't have been easy for you and Stephen...................I'm such a worrier !!!  BUT you always managed to calm me down and get me focussed again !!! It goes without saying that we will be recommending your services to everyone we can.
JOHN & ALISON BLACK - AT RETIREMENT AND LIFETIME MORTGAGE

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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.