Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 27 June 2027
- Last conf. stmt
- 13 June 2026
Optimum Solutions Independent Financial Advisers Limited
- Incorporated
- 13 June 2001 (25 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Simon Delaval Beart
- Accounts type
- Micro entity
- Region
- South East
- Address
- The Corner House2 High StreetAylesfordME20 7BG
Officers 2 active
Officer details are public data from the Companies House register.
Beart, Simon Delaval
Director · Appointed 13 February 2026
British
Born December 1958 (67)
Director · Appointed 13 February 2026
Also at Oakwood Financial Services Ltd · more companies
British
Born June 1974 (52)
Officer history (5 former)
13 February 2026
Appointed Beart, Simon Delaval as Director
13 February 2026
13 February 2026
Resigned Williams, Robert Leonard as Secretary
13 February 2026
Resigned Field, Timothy Michael as Director
13 February 2026
Resigned Williams, Robert Leonard as Director
13 June 2001
13 June 2001
13 June 2001
13 June 2001
13 June 2001
Appointed Williams, Robert Leonard as Secretary
13 June 2001
Appointed Field, Timothy Michael as Director
13 June 2001
Appointed Williams, Robert Leonard as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 13 February 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13929382
Former controllers (2)
13 February 2026
Ceased Timothy Michael Field — Owns 25–50% of shares
13 February 2026
Ceased Robert Leonard Williams — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Oakwood Financial Services Ltd Owns 75–100% of shares
Optimum Solutions Independent Financial Advisers Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · micro entity accounts
- Net Assets
- £218,852
- Employees
- 4
- Debt Ratio
- 48%
- Current Ratio
- 2.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £3,558 | £0 | £11,141 | £25,700 | £40,651 | £14,877 | |
| Current Assets | £417,939 | £284,782 | £373,585 | £311,728 | £299,642 | £256,281 | £239,609 |
| Creditors (< 1 year) | £202,645 | £184,784 | £186,602 | £118,569 | £131,446 | £100,101 | £113,815 |
| Net Current Assets | £215,294 | £99,998 | £186,983 | £193,159 | £168,196 | £156,180 | £125,794 |
| Net Assets | £218,852 | £99,998 | £186,983 | £204,300 | £193,896 | £196,831 | £140,671 |
| Shareholder Funds | £218,852 | £99,998 | £186,983 | £204,300 | £193,896 | £196,831 | £140,671 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 June 2026 | Confirmation statement with updates | 13 June 2026 | ||
| 16 March 2026 | Registered office address changed | |||
| 16 March 2026 | Current accounting period extended | |||
| 3 March 2026 | Appointment of a director | |||
| 3 March 2026 | Appointment of a director |
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