OPTIMAL PLANNING LTD

Company number 05996871 · Monitor this company

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Shareholders' funds

£50,107

Balance sheet as at 2026-03-31

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Overview

Company type: Private Limited Company
Incorporated: 2006-11-13
Employees: 2 (2026 accounts)
Registered office: The Portway Centre, Old Sarum, Salisbury, SP4 6EB
Postcode: SP4 6EB
Capital: 100 GBP
Accounts category: Total Exemption Full

Accounts

Last made up to: 2026-03-31
Next due by: 2027-12-31
Financial year end: 31 March

Confirmation statement

Last statement dated: 2025-11-13
Next due by: 2026-11-27

View filing history →

Nature of business (SIC)

64999 Financial intermediation not elsewhere classified

Officers 2 current · 1 resigned

MS Catherine Julie BRIERS Secretary

Appointed 2023-11-24

Catherine Julie BRIERS Director

Appointed 2006-11-13

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — Z9838664 (Tier 1), registered since 2007.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website: optimalplanning.co.uk
Phone: 01722770600

Independent financial advice and wealth management. Pensions, investments, care fees planning. Optimal Planning.

Previous registered addresses 4

Address	Changed on
THE GRANARY, BRIDGE FARM LOWER ROAD, BRITFORD, SALISBURY, SP5 4DY, UNITED KINGDOM	2012-09-28
6 CLARENDON ROAD, ALDERBURY, SALISBURY, WILTSHIRE, SP5 3AS	2009-11-30
THE GRANARY, BRIDGE FARM LOWER ROAD, BRITFORD, SALISBURY, SP5 4DY, UNITED KINGDOM	2009-11-30
HEATH COTTAGE, CLARENDON ROAD, ALDERBURY, SALISBURY, WILTSHIRE SP5 3AT	2007-02-22

At this address

companies are registered at this postcode →

Competitors Salisbury

1. RED LION INVESTMENTS LIMITED

£8,321,430
2. HURST FINANCIAL CONSULTANCY LIMITED

£3,264,853
3. 3 DORRITS INVESTMENTS LIMITED

£2,552,285
4. NADDER INVESTMENTS LIMITED

£1,481,482
5. CCMA PROPERTY FINANCE LIMITED

£1,397,521

This company ranks 24 among financial intermediation not elsewhere classified in Salisbury.

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The class of 2006

32%

of the 1,679 companies in this sector incorporated in 2006 are still active today; 65% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.