# Optima Financial Services Ltd

## Details

- **Company number:** [SC202196](https://find-and-update.company-information.service.gov.uk/company/SC202196)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 7 Dec 1999
- **Registered office:** 2 BON ACCORD SQUARE, ABERDEEN, ABERDEENSHIRE, AB11 6DJ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified, [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Professional Financial Planners Limited](/group/66585) (2 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Anthony John Harvie | significant-influence-or-control | 6 Apr 2016 | 6 Apr 2016 |
| Mr David Norman Murray Craik | significant-influence-or-control | 6 Apr 2016 | 6 Apr 2016 |
| Professional Financial Planners Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 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 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 | - |



## Owned by

Optima Financial Services Ltd → [Professional Financial Planners Limited](/company/SC327610)