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OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED Active

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Financial statements of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED

According to OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED latest financial report submitted on 2024-03-31, the company has a Cash of £578,065.00, Working-Capital of £417,278.00. Compared with the previous year, the company reported a Cash decrease of -64.17%, which is an equivalent of 370953. At the same time, the Working-Capital went down by -97.85%, or by 408323.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    -

  • Consolidated A/cs

    N

  • Working Capital

    £ 417278

EBITDA

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED Business Credit Report

A Business Credit Report for OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED Directors and key executives

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED currently employs 20 people. Compared with the previous year, the company has reported a staff increase of 5%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

20

105%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Gary Naylor Director
-
- GB
Alan Goggin Independent Financial Consultant
***********@optimum-ifa.co.uk
- GB
John Arrowsmith Director
-
- GB
Georgina Kitteridge Ifa
********@optimum-ifa.co.uk
- GB
Andrew Huckson Paraplanner And Technical Analyst
******@optimum-ifa.co.uk
- GB

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OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED Ownership and Group Structure

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OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED. One of of major shareholders of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED is THOMAS NAYLOR, which owns 120 ORDINARY shares, with a total value of 120 GBP and GARY NAYLOR, which owns 920 ORDINARY shares, with a total value of 920 GBP and SALLY ARROWSMITH, which owns 1000 ORDINARY shares, with a total value of 1,000 GBP and JOHN ARROWSMITH, which owns 1000 ORDINARY shares, with a total value of 1,000 GBP and JUDITH NAYLOR, which owns 920 ORDINARY shares, with a total value of 920 GBP.


Name Quantity Share Type Value
THOMAS NAYLOR
120 ORDINARY 120 GBP
GARY NAYLOR
920 ORDINARY 920 GBP
SALLY ARROWSMITH
1000 ORDINARY 1000 GBP
JOHN ARROWSMITH
1000 ORDINARY 1000 GBP
JUDITH NAYLOR
920 ORDINARY 920 GBP

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OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED competitors:

Top 5 similar companies of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED are MORGAN STANLEY UK GROUP, DWS INVESTMENTS UK LIMITED, SAUNDERSON HOUSE LIMITED, RENAISSANCE CAPITAL LIMITED, SCHRODER VENTURES INVESTMENT ADVISERS LIMITED. View and export all the competitor list of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

DWS INVESTMENTS UK LIMITED


Revenue
182,067,348.203965
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

RENAISSANCE CAPITAL LIMITED


Revenue
6.0
Age
30 years
Employees
64
Industry
View Banks
Website
View https://re*********

SCHRODER VENTURES INVESTMENT ADVISERS LIMITED


Revenue
8,175.0
Age
37 years
Employees
64
Industry
View Banks
Website
View Not available

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OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED news & activities:


Employees

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED number of employees has increased by 5% compared with previous year and now represents a total number of 20.

uk.globaldatabase.com

2024-03-31

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Frequently Asked Questions regarding OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED


Where is OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED registered office?

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED is located at 8 - 9 St Peters Court, United Kingdom.

How can I contact OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED?

You can call OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED at the following number +441206******

What is the website of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED?

OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED website is https://optimum-ifa.co.uk/

How many people work at OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED?

According to the latest account statement, there are currently 20 of employees working for OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED.

What is the Business Credit Score of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED and how reliable is the company?

In order to check the business credit score of OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED pay their invoices on time?

By requesting a Business Credit Report for OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED, you will be able to gain more insights about the OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED payment trends.

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