Optimum Path Financial Planning Limited
Reference number: 116336
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
4 Brook Park, Gaddesby Lane, Rearsby, Leic's, LE7 4ZB, United Kingdom
In the full report: 3 background checks
- When optimumpath.co.uk first appeared online, and whether it can receive email
- What kind of line 01664 778899 is
- Who else gives the postcode LE7 4ZB
Other names (10)
If you were contacted under any of these names, it is this firm.
- HA&W Trading name: A name it trades under now.
- HA&W Chartered Financial Planners Trading name: A name it trades under now.
- Optimum Path Chartered Financial Planners Trading name: A name it trades under now.
- Optimum Path Wealth Management Trading name: A name it trades under now.
- Arthur Bown Financial ServicesLimited Former name: A name it was registered under before.
- Handford Aitkenhead & Walker Ltd Former name: A name it was registered under before.
- Hunter Aitkenhead Ltd Former name: A name it was registered under before.
- Hunter Aitkenhead & Walker Ltd Former name: A name it was registered under before.
- Martin Bown Financial Services Ltd Former name: A name it was registered under before.
- Martin Bown Financial Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
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 number
- 01377493 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 July 1978 (48 years old)
- Registered office
- 4 Brook Park Gaddesby Lane, Rearsby, Leicester, LE7 4ZB, England
- Nature of business
-
- Other professional, scientific and technical activities not elsewhere classified (SIC 74909)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alasdair Jon Walker | Director | Mar 1989 | 14 Feb 2014 | 4 other companies |
| Melissa Walker | Director | Apr 1985 | 21 Feb 2025 | 2 other companies |
| Melissa Walker | Secretary | Not published | 21 Feb 2025 | – |
Other companies run by these 2 directors
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
- 4
- still active
- 4
- run together
- 2
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 companies these 2 directors run together
- All 10 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£265k
+75% from £151k
Cash at bank
£367k
+56% from £235k
Employees (average)
0
−100% from 13
Owed within a year
£145k
+18% from £123k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
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 01377493. 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
Optimum Path Financial Planning’s history from the FCA register and Companies House, newest first.
2025
31 January 2025
- James Crawford Aitkenhead no longer has significant control
- Optimum Path Holdings Ltd took control (75–100% of shares)
Companies House
14 January 2025
- Changed its registered name from "Handford Aitkenhead & Walker Ltd"
FCA register
2020
1 January 2020
- Changed its registered name from "Hunter Aitkenhead & Walker Ltd"
FCA register
2016
6 April 2016
- James Crawford Aitkenhead gained significant control
Companies House
2015
7 September 2015
- Changed its registered name from "Hunter Aitkenhead Ltd"
FCA register
2014
27 February 2014
- Changed its registered name from "Martin Bown Financial Services Ltd"
FCA register
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
22 March 2001
- Changed its registered name from "Arthur Bown Financial ServicesLimited"
FCA register
1994
8 August 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1978
7 July 1978
- Incorporated at Companies House
Companies House
In the full report: all 43 events
- All 43 events in its history (13 shown here)
- Every director appointment and resignation: 19
Firms connected to Optimum Path Financial Planning
Other FCA-listed firms that share a director, phone number or address with Optimum Path Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Optimum Path Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Rearsby
In the Leicester (LE) postcode area
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 Optimum Path Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 43 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk