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Optimum Path Financial Planning Limited

Optimum Path Financial Planning Limited is an active company incorporated on 7 July 1978 with the registered office located in Leicester, Leicestershire. Optimum Path Financial Planning Limited was registered 47 years ago.
Status
Active
Active since incorporation
Company No
01377493
Private limited company
Age
47 years
Incorporated 7 July 1978
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 10 July 2025 (2 months ago)
Next confirmation dated 10 July 2026
Due by 24 July 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Learn more about Optimum Path Financial Planning Limited
Contact
Address
4 Brook Park Gaddesby Lane
Rearsby
Leicester
LE7 4ZB
England
Same address for the past 7 years
Telephone
01664778899
Email
Available in Endole App
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People
Officers
7
Shareholders
1
Controllers (PSC)
1
Alyson Juliet Hunter
Director • Secretary • British • Lives in England • Born in Apr 1964
Melissa Walker
Director • Secretary • British • Lives in UK • Born in Apr 1985
James Crawford Aitkenhead
Director • Financial Planner • British • Lives in England • Born in Apr 1961
Robert Graham Handford
Director • British • Lives in England • Born in Nov 1970
Alasdair Jon Walker
Director • Financial Planner • British • Lives in England • Born in Mar 1989
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Shareholders, PSCs & Group Structure
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Mutual Companies
Optimum Path Holdings Ltd
James Crawford Aitkenhead, Alyson Juliet Hunter, and 3 more are mutual people.
Active
M & A Estates (Leicester) Limited
James Crawford Aitkenhead and Alyson Juliet Hunter are mutual people.
Active
Optimum Path Group Ltd
Alasdair Jon Walker and Melissa Walker are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£235.06K
Increased by £59.66K (+34%)
Turnover
Unreported
Same as previous period
Employees
13
Increased by 2 (+18%)
Total Assets
£274.83K
Decreased by £329.5K (-55%)
Total Liabilities
-£123.34K
Decreased by £5.76K (-4%)
Net Assets
£151.5K
Decreased by £323.74K (-68%)
Debt Ratio (%)
45%
Increased by 23.52% (+110%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
27 Days Ago on 12 Aug 2025
Confirmation Submitted
1 Month Ago on 22 Jul 2025
Mrs Melissa Walker Appointed
6 Months Ago on 21 Feb 2025
Mrs Melissa Walker Appointed
6 Months Ago on 21 Feb 2025
James Crawford Aitkenhead Resigned
7 Months Ago on 31 Jan 2025
Alyson Juliet Hunter Resigned
7 Months Ago on 31 Jan 2025
Alyson Juliet Hunter Resigned
7 Months Ago on 31 Jan 2025
Charge Satisfied
7 Months Ago on 20 Jan 2025
Robert Graham Handford Resigned
8 Months Ago on 31 Dec 2024
Full Accounts Submitted
11 Months Ago on 30 Sep 2024
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 12 Aug 2025
Confirmation statement made on 10 July 2025 with updates
Submitted on 22 Jul 2025
Appointment of Mrs Melissa Walker as a secretary on 21 February 2025
Submitted on 21 Feb 2025
Appointment of Mrs Melissa Walker as a director on 21 February 2025
Submitted on 21 Feb 2025
Termination of appointment of Robert Graham Handford as a director on 31 December 2024
Submitted on 21 Feb 2025
Termination of appointment of Alyson Juliet Hunter as a secretary on 31 January 2025
Submitted on 19 Feb 2025
Termination of appointment of Alyson Juliet Hunter as a director on 31 January 2025
Submitted on 19 Feb 2025
Termination of appointment of James Crawford Aitkenhead as a director on 31 January 2025
Submitted on 19 Feb 2025
Satisfaction of charge 013774930002 in full
Submitted on 20 Jan 2025
Certificate of change of name
Submitted on 13 Jan 2025
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Repayment History
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