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OPTIMIZE FINANCIAL SOLUTIONS LIMITED
Active
SC236906 · incorporated 2002-09-17
OPTIMIZE FINANCIAL SOLUTIONS LIMITED is an active UK private limited company, incorporated on 17 September 2002 at Companies House (number SC236906; OpenRegistry canonical ID GB-SC236906-optimize-financial-solutions-limited). Sophymarine's OpenRegistry classifies it under SIC 66220 (Activities of insurance agents and brokers), one of 6,268 active UK entities in that code and one of 73,406 active companies registered in Glasgow (postcode G3). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp .
Type
Private Limited Company
Registered Address
7 ROYAL CRESCENT, GLASGOW, G3 7SL, SCOTLAND
SIC
66220 — Activities of insurance agents and brokers
Country of origin
United Kingdom
Accounts Last filed accounts made up to 2025-03-31 . Next accounts due 2026-12-31 . Financial year-end: 31/03 . Filing class: TOTAL EXEMPTION FULL .
Confirmation statement Last confirmation statement made up to 2025-09-17 . Next confirmation statement due 2026-10-01 .
Mortgages and charges
1 charge recorded against the company at Companies House:
0 outstanding,
1 satisfied,
0 partially satisfied.
Persons with significant control OPTIMIZE FINANCIAL SOLUTIONS LIMITED has 2 persons with significant control on file:
Mr Edward Kelly born 1983 resident in Scotland, British national. Notified 2024-04-01. Owns 75% or more of shares Holds 75% or more of voting rights Has the right to appoint and remove directors Significant Influence Or Control As Firm Kpw Investments (Scotland) Limited Owns 75% or more of shares Holds 75% or more of voting rights Holds 75% or more of voting rights Right To Appoint And Remove Directors As Firm Significant Influence Or Control As Firm 2 historical PSC records have ceased:
Mr Stephen Thomas born 1963 resident in Scotland, British national. Notified 2016-04-06. Ceased 2024-04-01. Owns 25–50% of shares Holds 25–50% of voting rights Has the right to appoint and remove directors Has significant influence or control Mr Alistair Norman Lawrie born 1962 resident in Scotland, British national. Notified 2016-04-06. Ceased 2024-04-01. Owns 25–50% of shares Holds 25–50% of voting rights Has the right to appoint and remove directors Has significant influence or control Previous names
OPTIMIZE FINANCIAL SOLUTIONS LIMITED has previously traded as:
OPTIMIZE IFA LIMITED (until 2012-11-15)OPTIMIZE FINANCIAL SERVICES LIMITED (until 2009-10-29)Similar UK companies Other companies registered under SIC 66220 (Activities of insurance agents and brokers):
Other companies registered in Glasgow:
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