Optimum Solutions Independent Financial Advisers Limited
aka Optimum Solutions IFA, Optimum Solutions Independent Financial Advisers Limited
Authorised
FRN 430239
About
Optimum Solutions Ltd are Independent Financial Advisers, authorised and regulated by the Financial Services Authority.
Source: optimumifa.comContact & Location
Address
23a High St, Tring HP23 5AH, UKMore advisers in DacorumOpening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulated Services
Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Credit Broking
Mortgage Arrangement
Mortgage Advice
Investment Advice
Regulatory Information
- FRN
- 430239
- Status
- Authorised
- Date Authorised
- 1 June 2005
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (12)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓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
- 04234046
- Company Status
- Active
- Incorporation Date
- 13 June 2001
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2025
- SIC Codes
- 66190
Team (4)
Robert Leonard Williams
ApprovedCertifiedTimothy Michael Field
ApprovedCertifiedPeter John Scagell
No longer requiredRyan Paul McCullough
No longer required
Quick Facts
- Tring, East of England
- 20 years FCA-authorised
- 6 registered individuals
- 5 specialisms
- 12 FCA permissions
- CH 04234046
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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.