OPTIMA FINANCIAL SERVICES LTD.

1. Company facts

Status

active

Lifecycle

🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.

Jurisdiction

scotland

Registered office

2 Bon Accord Square, Aberdeen, Aberdeenshire, AB11 6DJ

SIC codes

64999 — Financial intermediation not elsewhere classified; 66220 — Activities of insurance agents and brokers

Accounts next due

2027-03-31

Confirmation statement next due

2026-12-21

2. Directors (2 active)

CRAIK, David Norman Murray

director · appointed 1999-12-07 · born 8/1962 (age 64)

HARVIE, Anthony John

director · appointed 2008-04-04 · born 10/1957 (age 69)

3. Shareholders (1 active)

Professional Financial Planners Limited

75-100% shares · 75-100% voting

4. Group structure

Professional Financial Planners Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

Professional Financial Planners Limited

Corporate parent · 75-100%

5. Security

1 total charge (0 outstanding, 1 satisfied).

Headline verdict

Opportunity score

82/100 (Exceptional)

Owner dependency

critical — 83/100

Red flags

0 high · 0 medium · 0 low