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Optimal Wealth Management Limited

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Bio

Dan is an experienced Financial Adviser with six years in the financial industry and a Diploma in Financial Planning.

After three successful years as a financial adviser with Prudential Financial Planning, Dan was delighted to establish his own financial advice business, Optimal Wealth Management Limited, as part of The Advice Partnership from Prudential.

Dan has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Dan takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Dan provides sound, personal and expert advice.

In his spare time, Dan spends time with his three young children and his Maltese Terrier.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

I have used Dan’s financial expertise for a year and in that time, he has been extremely helpful and patient and dealt with any queries I have had in a very efficient manner. I would be more than happy to recommend him to any of my friends and family.

To sum up, if I had spoken to Dan earlier, I would have retired sooner than I did!

February 2021

The service I have received from my Prudential financial adviser has been first class. In today’s world we have to be so careful when discussing money issues with others, but with Dan it was absolutely first class.

He advised me properly and helped me to understand all the aspects of my situation. At no time did he ever push me in a direction I did not want to go. He was helpful, understanding and caring. I can honestly say I treat Dan now more as a friend, than an official and the service he provides really gives me piece of mind. I would recommend others to use this service as it is first class.

February 2021

I have always found Mr Schama extremely helpful, especially explaining anything I do not understand.

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Dan Schama

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Optimal Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.