Optimum Path Financial Planning Ltd
aka Optimum Path Wealth Management, Optimum Path Financial Planning, Optimum Path Chartered Financial Planners, HA&W Chartered Financial Planners, HA&W, Optimum Path Financial Planning Ltd
About
We help knowledge workers and owners of knowledge businesses plan for, move into, and enjoy their early retirement with tech-driven, personalised financial advice and planning supported by investment expertise.
Source: optimumpath.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 116336
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 01377493
- Company Status
- Active
- Incorporation Date
- 7 July 1978
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 74909
Team (10)
Alasdair Jon Walker
ApprovedCertifiedRobert Graham Handford
CertifiedMelissa Louise Walker
CertifiedJacob Siara
CertifiedJames Aitkenhead
No longer requiredPeter Moir Martin
ApprovedVanessa Gay Martin
No longer requiredLaura Ripley
CertifiedAlyson Juliet Hunter
No longer requiredLisa Marie Leeland
Certified
Google Reviews
24 reviews on Google
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Quick Facts
- Rearsby, East Midlands
- 24 years FCA-authorised
- 12 registered individuals
- 3 specialisms
- 7 FCA permissions
- CH 01377493
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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.