Optima Financial Services Ltd
- Company number
- SC202196
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 7 Dec 1999
- Nature of business
- Financial intermediation not elsewhere classified
Activities of insurance agents and brokers
Registered office
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Anthony John Harvie | Ownership Of Shares 25 To 50 Percent | 30 Jun 2026 | |
| Mr David Norman Murray Craik | Ownership Of Shares 25 To 50 Percent | 30 Jun 2026 | |
| Professional Financial Planners Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2016 | 30 Jun 2026 |
| Mr David Norman Murray Craik | Significant Influence Or Control | 6 Apr 2016 | 6 Apr 2016 |
| Mr Anthony John Harvie | Significant Influence Or Control | 6 Apr 2016 | 6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £134,325 | £235,372 | 9 |
| 30 Jun 2024 | £160,373 | £100,532 | 9 |
| 30 Jun 2023 | £178,704 | £94,358 | 9 |
| 30 Jun 2022 | £202,889 | £103,719 | 10 |
| 30 Jun 2021 | £229,601 | £113,459 | 10 |
| 30 Jun 2020 | £512,396 | £420,069 | 12 |
| 30 Jun 2019 | £610,566 | £477,442 | 14 |
| 30 Jun 2018 | £442,398 | £287,840 | 12 |
| 30 Jun 2017 | £531,817 | £308,821 | 12 |
| 30 Jun 2016 | - | - | - |
| 30 Jun 2015 | - | - | - |
| 30 Jun 2014 | £277,577 | £113,321 | - |
| 30 Jun 2013 | £214,410 | £171,049 | - |
| 30 Jun 2012 | £175,830 | £60,083 | - |
| 30 Jun 2011 | £181,398 | £73,390 | - |
| 30 Jun 2010 | £204,531 | £74,750 | - |
| 30 Jun 2009 | £198,466 | £98,065 | - |
| 30 Jun 2008 | £251,116 | £102,536 | - |
| 30 Jun 2007 | - | - | - |
| 30 Jun 2006 | - | - | - |
| 30 Jun 2005 | - | - | - |
| 30 Jun 2004 | - | - | - |
| 30 Jun 2003 | - | - | - |
| 30 Jun 2002 | - | - | - |
| 30 Jun 2001 | - | - | - |
| 30 Jun 2000 | - | - | - |