# Optimize Financial Solutions Limited

## Details

- **Company number:** [SC236906](https://find-and-update.company-information.service.gov.uk/company/SC236906)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 17 Sep 2002
- **Registered office:** 7 ROYAL CRESCENT, GLASGOW, G3 7SL
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [KPW Investments (Scotland) Limited](/group/45255) (2 companies)


## Previous names

- Optimize Financial Services Limited (until 29 Oct 2009)
- Optimize Ifa Limited (until 15 Nov 2012)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Alistair Norman Lawrie | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors, significant-influence-or-control | 6 Apr 2016 | 1 Apr 2024 |
| Mr Stephen Thomas | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors, significant-influence-or-control | 6 Apr 2016 | 1 Apr 2024 |
| Kpw Investments (Scotland) Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, voting-rights-75-to-100-percent-as-firm, right-to-appoint-and-remove-directors-as-firm, significant-influence-or-control-as-firm | 1 Apr 2024 |  |
| Mr Edward Kelly | ownership-of-shares-75-to-100-percent-as-firm, voting-rights-75-to-100-percent-as-firm, right-to-appoint-and-remove-directors, significant-influence-or-control-as-firm | 1 Apr 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £10,284 | - | 4 |
| 31 Oct 2013 | £938 | £23,277 | - |



## Owned by

Optimize Financial Solutions Limited → [KPW Investments (Scotland) Limited](/company/SC655795)





## Companies at the same address

- [KPW Investments (Scotland) Limited](/company/SC655795) (SC655795)
- [KPW Investments LLP](/company/SO306664) (SO306664)
- [ORR Kerr Dykes Financial Services Limited](/company/SC215908) (SC215908)