Ltd Facts The UK company register, as filed

Register entry · No. 04474140

OPTIMUM FINANCIAL ADVISORS LIMITED

Active Private Limited Company Incorporated 1 Jul 2002

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 30 Apr 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 15 Jul 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 3 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    2 current directors.

    Officers on the register · See it
  • Clear
    Owners

    2 owners on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £14,933.

    Accounts to 31 Jul 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 1 Jul 2002 (24 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 4 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    72-74 WHARF ROAD, CHELMSFORD, ESSEX, ENGLAND, CM2 6LU

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    30 Apr 2027
    Last made up to
    31 Jul 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    15 Jul 2027
    Last made up to
    1 Jul 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. OPTIMUM FINANCIAL ADVISORS LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Jul 2025 not published not published £49,499 £14,933 4
31 Jul 2024 not published not published £41,979 £14,092 3
31 Jul 2023 not published not published £49,918 £19,876 3
31 Jul 2022 not published not published £48,706 £11,957 3
31 Jul 2021 not published not published £52,165 £15,893 3
31 Jul 2020 not published not published £44,223 £17,460 3

* From the following year's accounts (prior-year figures).

People

Officers All 5, with past →

NameRoleAppointedResignedBornNationality · lives in
Peter John Sharman Financial Advisor Director 1 Jul 2002 — May 1959 British · England
Christopher James Ellis Financial Advisor Director 8 Mar 2004 — June 1968 British · United Kingdom
Julia Kristin Milne Secretary 1 Jul 2002 — — British

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Peter John Sharman Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent; Right to appoint and remove directors 6 Apr 2016 — May 1959 British · England
Mr Christopher James Ellis Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent; Right to appoint and remove directors 6 Apr 2016 — June 1968 British · United Kingdom

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is OPTIMUM FINANCIAL ADVISORS LIMITED still trading?

The register shows OPTIMUM FINANCIAL ADVISORS LIMITED as active.

What does OPTIMUM FINANCIAL ADVISORS LIMITED do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was OPTIMUM FINANCIAL ADVISORS LIMITED set up?

It was incorporated on 1 July 2002.

When are OPTIMUM FINANCIAL ADVISORS LIMITED's accounts due?

Next accounts are due by 30 April 2027. The last accounts were made up to 31 July 2025.

When is OPTIMUM FINANCIAL ADVISORS LIMITED's next confirmation statement due?

By 15 July 2027.

Who runs OPTIMUM FINANCIAL ADVISORS LIMITED?

OPTIMUM FINANCIAL ADVISORS LIMITED has 2 current directors and 1 other current officer. They're listed under People on this page.

Similar companies

Same industry code (64999), active, set up around the same time. More in this industry →

  1. 04626357 INDEPENDENT FINANCIAL PLANNING LIMITED Active Private Limited Company Inc. 31 Dec 2002 64999 · Financial intermediation not elsewhere classified
  2. 04626418 SWANWICK FINANCIAL SERVICES LIMITED Active Private Limited Company Inc. 31 Dec 2002 64999 · Financial intermediation not elsewhere classified
  3. 04625158 FITCH RATINGS CIS LTD Active Private Limited Company Inc. 24 Dec 2002 64999 · Financial intermediation not elsewhere classified
  4. 04625323 STRATEGIC FINANCIAL PLANNING LTD. Active Private Limited Company Inc. 24 Dec 2002 64999 · Financial intermediation not elsewhere classified
  5. 04624469 GEMSTAR FINANCIAL SERVICES LIMITED Active Private Limited Company Inc. 23 Dec 2002 64999 · Financial intermediation not elsewhere classified

The file

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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House