Optimize Financial Services Limited

Reference number: 692431

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Also trades as
  • Exquisite Private Finance

Company details

From the company's Companies House record.

Company number
09397123
Company status
Active
Company type
Private limited company
Incorporated
20 January 2015 (11 years old)
Registered office
Scarletts Chase Offices Scarletts Chase, West Bergholt, Colchester, Essex, CO6 3DH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Neil Robert Brooks Director Apr 1979 20 Jan 2015

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.
  • Manage or trade investments 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Optimize Financial Services Limited FCA authorised?
Yes, Optimize Financial Services Limited (FRN 692431) is authorised by the FCA to carry out regulated activities.
Is my money safe with Optimize Financial Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Optimize Financial Services to the Financial Ombudsman Service, free of charge.
Is Optimize Financial Services a scam or clone?
Optimize Financial Services is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Optimize Financial Services's Firm Reference Number (FRN)?
Optimize Financial Services's FRN is 692431. You can verify it on the FCA register.