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Optasia Wealth Management Limited

Optasia Wealth Management Limited is an active company incorporated on 5 May 2009 with the registered office located in Southport, Merseyside. Optasia Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
06895826
Private limited company
Age
16 years
Incorporated 5 May 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 May 2025 (4 months ago)
Next confirmation dated 5 May 2026
Due by 19 May 2026 (8 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Learn more about Optasia Wealth Management Limited
Contact
Address
49 Ovington Drive
Kew
Southport
Lancashire
PR8 6JW
Same address for the past 16 years
Telephone
01704514000
Email
Available in Endole App
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People
Officers
2
Shareholders
2
Controllers (PSC)
2
Mr Munish Sharma
Director • PSC • Financial Advisor • British • Lives in Scotland • Born in Apr 1975
Mr Pradeep Sharma
Director • PSC • Financial Advisor • British • Lives in England • Born in Apr 1955
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Shareholders, PSCs & Group Structure
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Mutual Companies
Energy Perspective (UK) Limited
Mr Munish Sharma is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£778.22K
Decreased by £1.58K (-0%)
Total Liabilities
-£657.86K
Decreased by £47.24K (-7%)
Net Assets
£120.35K
Increased by £45.66K (+61%)
Debt Ratio (%)
85%
Decreased by 5.89% (-7%)
See 10 Year Full Financials
Latest Activity
New Charge Registered
3 Months Ago on 3 Jun 2025
Confirmation Submitted
3 Months Ago on 22 May 2025
New Charge Registered
4 Months Ago on 16 Apr 2025
Micro Accounts Submitted
8 Months Ago on 28 Dec 2024
Charge Satisfied
11 Months Ago on 24 Sep 2024
Confirmation Submitted
1 Year 3 Months Ago on 17 May 2024
Micro Accounts Submitted
1 Year 8 Months Ago on 29 Dec 2023
Confirmation Submitted
2 Years 3 Months Ago on 23 May 2023
Micro Accounts Submitted
2 Years 8 Months Ago on 29 Dec 2022
Confirmation Submitted
3 Years Ago on 17 May 2022
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Get Credit Report
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Documents
Registration of charge 068958260003, created on 3 June 2025
Submitted on 23 Jun 2025
Confirmation statement made on 5 May 2025 with no updates
Submitted on 22 May 2025
Registration of charge 068958260002, created on 16 April 2025
Submitted on 6 May 2025
Micro company accounts made up to 31 March 2024
Submitted on 28 Dec 2024
Satisfaction of charge 068958260001 in full
Submitted on 24 Sep 2024
Confirmation statement made on 5 May 2024 with no updates
Submitted on 17 May 2024
Micro company accounts made up to 31 March 2023
Submitted on 29 Dec 2023
Confirmation statement made on 5 May 2023 with no updates
Submitted on 23 May 2023
Micro company accounts made up to 31 March 2022
Submitted on 29 Dec 2022
Confirmation statement made on 5 May 2022 with no updates
Submitted on 17 May 2022
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Repayment History
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