Optasia Wealth Management

Optasia Wealth Management

Optasia Wealth Management took its current form in 2015, when Pradeep Sharma consolidated his own long-running advisory practice with Stuart Gray & Associates Ltd, later acquiring the client books of Melfyn Parry in 2018 and Martyn Whittaker in 2020. Sharma began advising in 1983 and spent years in sales management at Allied Dunbar and its successor entities Zurich Advice Network and The Openwork Partnership before leaving a Business Development Director role in 2011 to focus on his own firm. The firm provides financial planning, wealth management, and investment management services to individuals and businesses. Its stated capability spans retirement planning, protection, and the deployment of surplus capital and income into managed investment solutions. Optasia operates from its base in Southport, serving clients concentrated in the North West of England with no disclosed institutional or international mandate. No public AUM or client-count figures are available. The firm's team includes Stuart Gray, who built his advisory business over two decades from an office in Kew, Southport, and Melfyn Parry, whose 35-year practice was built on tailored financial solutions. Martyn Whittaker, who began advising in 1983, brought expertise in retirement and investment planning, including inheritance tax planning. No adjacent philanthropic vehicles, club memberships, or alternative investment structures are disclosed. Optasia's structure as a consolidated advisory practice — four separate legacy client books operating under one brand — differentiates it from a single-founder shop or a de novo RIA. The firm manages continuity risk by acquiring books from retiring principals, integrating their clients into a centralised service model without disrupting existing advisory relationships.