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Optimize Financial Solutions Limited

SC236906

activeactive proposal to strike off
ltd
scotland
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk

No risk factors detected.

Details

7 Royal Crescent, Glasgow, G3 7SL
Incorporated 17/09/2002

Previously known as

Optimize Ifa Limited · until 15/11/2012
Optimize Financial Services Limited · until 29/10/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 17/09/2025

Due 01/10/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Kpw Investments (Scotland) Limited

director · Since 26/04/2024

Also on 1 other board

Mr Edward Kelly

director · Since 14/01/2025

COMPANY DIRECTOR

BRITISH · SCOTLAND · Age 43

Kpw Investments (Scotland) Limited

corporate director · Since 26/04/2024

Reg: SC655795

Also on 1 other board

Edward Kelly

director · Since 14/01/2025

British · Scotland · Age 43

Former

First Scottish International Services Limited

corporate nominee director · Resigned 17/09/2002

First Scottish Secretaries Limited

corporate nominee secretary · Resigned 17/09/2002

Alastair Livingstone

secretary · Resigned 20/09/2002

Alastair Livingstone

director · Resigned 20/09/2002

Lynne Foster

secretary · Resigned 05/03/2003

William Mcskimming

director · Resigned 26/09/2003

Alastair Livingstone

secretary · Resigned 09/08/2007

Alastair Livingstone

director · Resigned 29/04/2009

John Fraser Mclachlan

secretary · Resigned 29/04/2009

Alistair Norman Lawrie

director · Resigned 26/04/2024

Stephen Thomas

director · Resigned 26/04/2024

Alistair Norman Lawrie

secretary · Resigned 26/04/2024

Persons with Significant Control

Mr Edward Kelly

ownership-of-shares-75-to-100-percent-as-firm
voting-rights-75-to-100-percent-as-firm
Appoint directors
significant-influence-or-control-as-firm

British · Scotland · Age 43

7, Royal Crescent, Glasgow, G3 7SL

Notified 01/04/2024

Kpw Investments (Scotland) Limited

75–100% shares
75–100% votes
voting-rights-75-to-100-percent-as-firm
right-to-appoint-and-remove-directors-as-firm
significant-influence-or-control-as-firm

7, Royal Crescent, Glasgow, G3 7SL

Reg: Sc655795 · Companies House · Limited Company

Notified 01/04/2024

Former PSCs

Mr Stephen Thomas

Ceased 01/04/2024

Mr Alistair Norman Lawrie

Ceased 01/04/2024

Charges0 outstanding

charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 11/06/2004Registered 17/06/2004Satisfied 20/10/2023

Change History

statusactive
2026-08-21

Active

typeltd
2026-08-21

Private Limited Company

address line17 Royal Crescent
2026-08-21

7 ROYAL CRESCENT

post townGlasgow
2026-08-21

GLASGOW

officer appointedKELLY, Edward
2026-08-21
officer appointedKPW INVESTMENTS (SCOTLAND) LIMITED
2026-08-21