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OPTASIA WEALTH MANAGEMENT LIMITED

Company
OPTASIA WEALTH MANAGEMENT LIMITED (06895826)

OPTASIA WEALTH MANAGEMENT

Phone: +44 (0)1704 514 000
E rating

ABOUT OPTASIA WEALTH MANAGEMENT LIMITED

With 3,600 clients and over £40 million funds under influence we are committed to continuing to provide our clients with exceptional service.

Optasia Wealth Management Ltd brings together two successful financial advisory Firms of Pradeep Sharma and Stuart Gray Associates Ltd.

Pradeep Sharma formed his advisory Firm in 1983 with the aim of providing an exceptional Financial Planning Service to both private and corporate clients in the Retail Financial Services sector. In addition to running this Firm, he developed a successful career in Sales Management with Allied Dunbar who later became Zurich Advice Network and finally Openwork Ltd. In 2011 he decided to leave his role as a Business Development Director to concentrate on growing and developing his own Firm.

Stuart Gray formed his Firm over 20 years ago and focussed on providing financial advice for his clients. His approach to delivering fair and clear solutions for his clients led to an ever growing client base. Operating from his office in Kew, Southport he covered the full spectrum of financial advisory service, supported by a strong administration team.

Both Firms are supported by Openwork, a well – established financial distribution company, giving their businesses the support they needed to grow and develop. Openwork provides the Firms with the following:

Access to the Pension, Investment, Mortgage and Protection products from some of the UK’s biggest brands

In 2015, following the retirement of Stuart Gray, the two Firms merged to form Optasia Wealth Management Ltd with the aim of serving the existing clients of both Firms. Our particular focus is to provide Wealth Management and Wealth Creation solutions for both existing and new clients. By using a holistic approach with ‘state of the art’ planning tools and a strategic approach to investment planning that matches the degree of risk and volatility a client is prepared to tolerate, we will aim to achieve their individual financial goals and objectives.

KEY FINANCES

Year
2017
Assets
£14.39k ▲ £4.44k (44.68 %)
Cash
£0k ▼ £-0.73k (-100.00 %)
Liabilities
£308.14k ▲ £27.52k (9.81 %)
Net Worth
£-293.74k ▲ £-23.07k (8.52 %)

REGISTRATION INFO

Company name
OPTASIA WEALTH MANAGEMENT LIMITED
Company number
06895826
Status
Active
Categroy
Private Limited Company
Date of Incorporation
05 May 2009
Age - 15 years
Home Country
United Kingdom

CONTACTS

Website
optasia.co.uk
Phones
+44 (0)1704 514 000
+44 (0)1704 514 888
01704 514 000
01704 514 888
Registered Address
49 OVINGTON DRIVE,
KEW,
SOUTHPORT,
LANCASHIRE,
PR8 6JW

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

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LAST EVENTS

27 Dec 2016
Total exemption small company accounts made up to 31 March 2016
02 Jun 2016
Annual return made up to 5 May 2016 with full list of shareholders Statement of capital on 2016-06-02 GBP 1,001
08 Dec 2015
Total exemption small company accounts made up to 31 March 2015

See Also


Last update 2018

OPTASIA WEALTH MANAGEMENT LIMITED DIRECTORS

Munish Sharma

  Acting
Appointed
24 October 2011
Occupation
Financial Advisor
Role
Director
Age
49
Nationality
British
Address
49 Ovington Drive, Kew, Southport, Lancashire, PR8 6JW
Country Of Residence
Scotland
Name
SHARMA, Munish

Pradeep Sharma

  Acting
Appointed
31 March 2015
Occupation
Financial Advisor
Role
Director
Age
69
Nationality
British
Address
49 Ovington Drive, Kew, Southport, Lancashire, PR8 6JW
Country Of Residence
England
Name
SHARMA, Pradeep

Matthew Tarus Gray

  Resigned
Appointed
05 May 2009
Resigned
31 October 2011
Role
Secretary
Address
1 Rimmers Avenue, Southport, Merseyside, United Kingdom, PR8 1HW
Name
GRAY, Matthew Tarus

Matthew Tarus Gray

  Resigned
Appointed
05 May 2009
Resigned
31 March 2011
Occupation
Financial Advisor
Role
Director
Age
48
Nationality
British
Address
49 Ovington Drive, Kew, Southport, Lancashire, PR8 6JW
Country Of Residence
United Kingdom
Name
GRAY, Matthew Tarus

Stuart James Farrington Gray

  Resigned
Appointed
26 April 2013
Resigned
31 December 2014
Occupation
Advisor
Role
Director
Age
73
Nationality
British
Address
1 Wheelwrights Wharf, Scarisbrick, Ormskirk, Lancashire, England, L40 8LG
Country Of Residence
England
Name
GRAY, Stuart James Farrington

Stuart James Farrington Gray

  Resigned
Appointed
05 May 2009
Resigned
25 April 2013
Occupation
Financial Advisor
Role
Director
Age
73
Nationality
British
Address
1 Wheelwrights Wharf, Scarisbrick, Ormskirk, Lancashire, L40 8LG
Country Of Residence
England
Name
GRAY, Stuart James Farrington

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