Optimo Research Ltd

Reference number: 768993

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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.

In the full report: 3 background checks, 2 things worth a closer look

  • When optimocapital.co.uk first appeared online, and whether it can receive email
  • What kind of line 07711 828771 is
  • Whether EC1V 2NX is a shared office: 214 other firms give it
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Align Research Trading name: A name it trades under now.
  • Fortified Securities Trading name: A name it trades under now.
  • Align Research Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Investments & pensions FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (1 permission)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
14 November 2007 (18 years old)
Registered office
124 City Road, London, EC1V 2NX, England
Nature of business
  • Other information service activities not elsewhere classified (SIC 63990)

Directors and company secretaries

Name Role Born Appointed Other companies
Ryan Matthew Girvan Mccallum Director Nov 1982 17 Oct 2025 2 other companies
Stephen Douglas Secretary Not published 31 May 2016 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

7 months to 30 September 2025Micro-entity accountsNot audited

Total equity

£4,309

−92% from £51.5k

Employees (average)

1

Same as 1

Owed within a year

£12.7k

+158% from £4,924

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06427125. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

2025

20 October 2025

  • Changed its registered name from "Align Research Limited"

FCA register

17 October 2025

  • Board replaced: its only director left and a new director took over

Companies House

2022

9 September 2022

  • Optimo Holdings Limited took control (75–100% of shares)
  • Richard Stephen Jennings gave up control

Companies House

2017

3 April 2017

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

1 June 2016

  • Richard Stephen Jennings took control (75–100% of shares)

Companies House

2007

14 November 2007

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms like Optimo Research

Other firms of the same type (financial adviser), nearest first.

In London

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 Optimo Research

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • 7 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Optimo Research Ltd FCA authorised?
Yes, Optimo Research Ltd (FRN 768993) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Optimo Research’s phone number and website?
The FCA register lists the phone number 07711 828771 and the website optimocapital.co.uk for Optimo Research. If you were given different contact details, use these to check with the firm before going any further.
Is Optimo Research a scam or clone?
Optimo Research 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 Optimo Research?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Optimo Research to the Financial Ombudsman Service, free of charge.
Who owns Optimo Research?
Optimo Research is owned by Optimo Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 9 September 2022. Before that, it was controlled by Mr Richard Stephen Jennings.
Who runs Optimo Research?
Companies House lists one director of Optimo Research: Ryan Matthew Girvan McCallum.
How long has Optimo Research been in business?
The company was formed on 14 November 2007, and has held its current FCA authorisation since April 2017.
What do Optimo Research’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £4,309 (−92% from £51.5k).
Does Optimo Research use any other names?
It trades as Align Research and Fortified Securities. It has previously used the name Align Research Limited.

Sources and links

The full report on Optimo Research Ltd

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