Financial AdviserProfile

Optasia Wealth Management Limited

Public-record profile
49 Ovington Drive, Kew, Southport, PR8 6JW
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Optasia Wealth Management Limited is listed as a FCA appointed representative in the PR8 6JW area. Registered at Companies House in 2009. FCA records list Openwork Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2009
Type
FCA appointed representative
Company No.
06895826
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Openwork Limited, FRN 408285 (Full)

Companies House

OPTASIA WEALTH MANAGEMENT LIMITED is active and was incorporated on 5 May 2009.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 49 Ovington Drive, Kew, Southport, Lancashire, PR8 6JW

Authorisations

FCAactive
Reference: 216440
Type: FCA appointed representative
Company no.: 06895826
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
10
Equity
£106,833
Fixed assets
£860,295
Current assets
£2,949
Net current assets/liabilities
£596,804
Charges
3
Outstanding charges
2
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SHARMA, Munish
Appointed 24 October 2011
DOB: 4/1975
SHARMA, Pradeep
Appointed 31 March 2015
DOB: 4/1955

Persons with significant control

Mr Munish Sharma
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 4/1975
Mr Pradeep Sharma
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 4/1955

Recent Filings

31 December 2025
AA
accounts with accounts type micro entity
23 June 2025
MR01
mortgage create with deed with charge number charge creation date
22 May 2025
CS01
confirmation statement with no updates
6 May 2025
MR01
mortgage create with deed with charge number charge creation date
28 December 2024
AA
accounts with accounts type micro entity
24 September 2024
MR04
mortgage satisfy charge full

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.