Optama Ltd: FCA regulated?

Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Appointed for 5 years
Protected through the principal
No FCA actions

Responsible principal firm

PHOENIX FINANCIAL CONSULTANTS LIMITED Reference number: 539195 Authorised View firm →

What does this mean?

An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
Optama Ltd (FRN 940304) introduces customers to PHOENIX FINANCIAL CONSULTANTS LIMITED (FRN 539195). Any regulated advice or arranging is done by the principal, not Optama.
Example: if Optama refers you to a financial adviser, the advice should come from the principal firm, not from Optama itself.
Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

optama.co.uk (opens in a new tab)
Phone number

0800 254 5180
Address

Optama Ltd, 27 Dava Street, Glasgow, Glasgow City, G51 2JA, United Kingdom

In the full report: 3 background checks

When optama.co.uk first appeared online, and whether it can receive email
What kind of line 0800 254 5180 is
Who else gives the postcode G51 2JA

FCA permissions and consumer protection

Protection through the principal firm
Protection works through Phoenix Financial Consultants Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Optama’s history from the FCA register and Companies House, newest first.

2026

28 February 2026

Began trading as "Optama"

FCA register

2020

4 December 2020

Became an introducer appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Optama

Other FCA-listed firms that share a director, phone number or address with Optama. A link shows who the firm is tied to, not whether either can be trusted.

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Optama

Other firms of the same type (mortgage adviser or broker), nearest first.

In Glasgow

Acumen Financial Services LtdGlasgowAppointed representative Athena Mortgages LtdGlasgowAppointed representative Bera Financial Services LimitedGlasgowAppointed representative Blossom Mortgage Services LtdGlasgowAppointed representative Blue Fish Mortgage Solutions LimitedGlasgowAppointed representative Clear Path Mortgages LimitedGlasgowAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Optama

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

3 background checks on its contact details
All 2 events in its history
1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Optama Ltd FCA authorised?

Optama Ltd (FRN 940304) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does introducer appointed representative mean for Optama?

An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Optama Ltd (FRN 940304) introduces customers to PHOENIX FINANCIAL CONSULTANTS LIMITED (FRN 539195). Any regulated advice or arranging is done by the principal, not Optama. Example: if Optama refers you to a financial adviser, the advice should come from the principal firm, not from Optama itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

What is Optama’s phone number and website?

The FCA register lists the phone number 0800 254 5180 and the website optama.co.uk for Optama. If you were given different contact details, use these to check with the firm before going any further.

Is Optama a scam or clone?

Optama is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Optama?

Protection works through Phoenix Financial Consultants Limited, the principal firm responsible for Optama's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.