Optimum Independent Financial Advisers Limited

Name: Optimum Independent Financial Advisers Limited
Address: 8-9 St. Peters Court, Middleborough, Colchester, Essex, CO1 1WD, GB
Telephone: 01206 366700
Price range: $$
Rating: 5

aka Optimum Independent Financial Advisers Limited

Authorised FRN 798611 5.0 (39)

Contact & Location

Address

8-9 St Peters Court, Colchester CO1 1WD, UK

More advisers in Colchester

Phone

01206 366700

Website

optimum-ifa.co.uk

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Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 4:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 798611
Status: Authorised
Date Authorised: 3 April 2018
Years Authorised: 7 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

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
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓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: 10854987
Company Status: Active
Incorporation Date: 7 July 2017
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (11)

Gary David Naylor
Approved
Sally Ann Arrowsmith
Approved
Judith Guelda Naylor
Approved
Thomas Oliver Naylor
ApprovedCertified
John Michael Arrowsmith
ApprovedCertified
David Graham Bright
Certified
Georgina Kitteridge
Certified
Stephen Leslie Biggs
Certified
Michael James MacLeod
Certified
Rick Patmore
No longer required
Simon Harding
Certified

Google Reviews

5.0

39 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Colchester, East of England
7 years FCA-authorised
17 registered individuals
4 specialisms
15 FCA permissions
CH 10854987

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.