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Advisory

Optiva Securities offers an advisory service to clients where your broker can advise you on the most appropriate investments for your goals with a focus on wealth creation and absolute returns.

We are about creating wealth for our clients, which can involve investments in early stage companies both in the UK and overseas. Investments may include seed capital financing, pre-IPO, IPO opportunities and secondary placings from our own Corporate Finance Team or in conjunction with other brokers.

FCA rules require us to disclose whether we provide "independent" or "restricted" advice in respect of Retail Investment Products (“RIPs”)". The stocks and shares on which we advise you are not defined as RIPs. RIPs are generally life policies, units, pension schemes or savings schemes. We are unable to advise you on any of these products other than units. If you have a requirement in any retail investment product area other than units, you should seek the advice of an Independent Financial Adviser.

Nonetheless it is a requirement under the new rules that only advisers who draw their recommendations from an analysis of products and investments from the whole of the market, based on all available retail products, can say they offer independent advice. As this firm does not cover all such products, we are unable to describe ourselves as "independent". We therefore offer a "restricted" service in retail products.


Ready To Open An Account?

Optiva Securities specialises in capital growth investments for high net worth clients. If you would like more information about our services, or to open an account please call

+ 44 (0) 203 137 1905 or contact us.