Annual accounts
Micro Entity accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
OPTASIA WEALTH MANAGEMENT LIMITED
Active- 06895826Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 49 Ovington Drive, Kew, Southport, Lancashire PR8 6JW
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/06/2026View PDF (3 pages)
Confirmation statement made on 2026-05-05 with no updates
- 31/12/2025View PDF (3 pages)
Micro company accounts made up to 2025-03-31
- 23/06/2025View PDF (20 pages)
Registration of charge 068958260003, created on 2025-06-03
- 22/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-05 with no updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 05/05/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures OPTASIA WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£106.83K2025
20.88%vs 20242024: £88.38K
Total Assets
£863.24K2025
10.93%vs 20242024: £778.22K
Total Liabilities
£-437.20K2025
-4.36%vs 20242024: £-418.95K
Employees
102025
+2vs 20242024: 8
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Total assets moved furthest, up 10.93% on 2024. See the full financial analysis for OPTASIA WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through OPTASIA WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +19.6% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 10 | +2 |
| 2024 | 8 | 0 |
| 2023 | 8 | -2 |
| 2022 | 10 | 0 |
| 2021 | 10 | – |
Reported employee count was unchanged at 10 between 2021 and 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 31/03/2015–Present | 1 | |
| Director | 24/10/2011–Present | 40 | |
| Director | 05/05/2009–31/03/2011 | 1 | |
| Director | 26/04/2013–31/12/2014 | 1 | |
| Director | 05/05/2009–25/04/2013 | 1 | |
| Secretary | 05/05/2009–31/10/2011 | 1 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2017–Present | 1 | |
| 06/04/2017–Present | 40 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 12 Since 10/06/2009
- Last 12 months
- 2 -2 vs the year before
- Most recent filing
- 02/06/2026 3 months ago
What changed in the last year
- Confirmation statementLatest 02/06/2026
- Accounts filedLatest 31/12/2025
Filing timeline
- 02/06/2026View PDF (3 pages)
Confirmation statement made on 2026-05-05 with no updates
- 31/12/2025View PDF (3 pages)
Micro company accounts made up to 2025-03-31
- 23/06/2025View PDF (20 pages)
Registration of charge 068958260003, created on 2025-06-03
- 22/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-05 with no updates
- 06/05/2025View PDF (11 pages)
Registration of charge 068958260002, created on 2025-04-16
- 28/12/2024View PDF (3 pages)
Micro company accounts made up to 2024-03-31
- 24/09/2024View PDF (4 pages)
Satisfaction of charge 068958260001 in full
- 17/05/2024View PDF (3 pages)
Confirmation statement made on 2024-05-05 with no updates
- 29/12/2023View PDF (3 pages)
Micro company accounts made up to 2023-03-31
- 23/05/2023View PDF (3 pages)
Confirmation statement made on 2023-05-05 with no updates
- 29/12/2022View PDF (3 pages)
Micro company accounts made up to 2022-03-31
- 10/06/2009View PDF (1 pages)
Registered office changed on 10/06/2009 from, 9 albert road, southport, merseyside, PR9 0LP, united kingdom
See when the next accounts and confirmation statement are due
Similar companies
107 UK companies are similar to OPTASIA WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
BECKWORTH FINANCIAL SERVICES LIMITED
Active. 30 Southernhay East, Exeter, Devon EX1 1NS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04145306
- Incorporated
- 22/01/2001
- Employees
- 8
HAPPY MOTOR FINANCE LIMITED
ActivePennington House, 16 Carolina Way, Salford M50 2ZY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 14387669
- Incorporated
- 30/09/2022
- Employees
- 8
3 DIMENSIONAL INSURANCE LTD
ActiveMrib House, 25 Amersham Hill, High Wycombe, Buckinghamshire HP13 6NU
- Activity
- Activities of insurance agents and brokers
- Company no.
- 07613409
- Incorporated
- 21/04/2011
- Employees
- 9
L&P TRUSTEE SERVICES (UK) LIMITED
ActiveCapricorn House, 5 Birchall Street, Liverpool, Merseyside L20 8PD
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 03381647
- Incorporated
- 05/06/1997
- Employees
- 9
LANGTON LONDON INSURANCE BROKERS LTD
ActiveElmwood House Ghyll Royd, Guiseley, Leeds LS20 9LT
- Activity
- Activities of insurance agents and brokers
- Company no.
- 09727954
- Incorporated
- 11/08/2015
- Employees
- 9
About OPTASIA WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
OPTASIA WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 49 Ovington Drive, Kew, Southport, Lancashire PR8 6JW. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 17 years 4 months.
The register currently records it as active. Its 2025 accounts report net assets of £106.83K and 10 employees.
OPTASIA WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does OPTASIA WEALTH MANAGEMENT LIMITED do?
Companies House records OPTASIA WEALTH MANAGEMENT LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is OPTASIA WEALTH MANAGEMENT LIMITED still active?
OPTASIA WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 05/05/2009.
What are OPTASIA WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £106.83K, total assets of £863.24K and total liabilities of £-437.20K.
When did OPTASIA WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 02/06/2026: Confirmation statement made on 2026-05-05 with no updates, 3 months ago.
When are OPTASIA WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs OPTASIA WEALTH MANAGEMENT LIMITED?
Companies House lists 6 officers (2 currently in post) and 2 people with significant control.