OPTIMUM FINANCIAL ADVISORS LIMITED
aka Optimum Financial Solutions, OPTIMUM FINANCIAL ADVISORS LIMITED
About
Pensions and Retirement Planning : Independent Financial Advisers (IFAs) covering all Individual and Business Financial Advice including Wealth Management, Later Life, Pensions and Annuities Advice :: Independent Financial Advisers (IFAs) based in Chelmsford Essex :: Advising on Wealth Management, Retirement Planning, Investments, Savings, Protection, Business Advice, Tax Planning, Later Life, Care Fee funding and more ...
Source: optimumfinancial.co.ukContact & Location
Regulatory Information
- FRN
- 407900
- Status
- Authorised
- Date Authorised
- 7 December 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04474140
- Company Status
- Active
- Incorporation Date
- 1 July 2002
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 July 2024
- SIC Codes
- 64999
Team (3)
Peter John Sharman
ApprovedCertifiedChristopher James Ellis
ApprovedCertifiedMelinda Nicola Patricia Amanda Atkinson
No longer required
Quick Facts
- Chelmsford, East of England
- 21 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 04474140
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.