Optimize Financial Solutions Limited

Reference number: 460558

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 27 November 2006.

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.

  • Last known website

    kpwinvestments.co.uk

  • Last known phone number

    0141 248 4982

  • Last known address

    K P W Investments (Scotland) Ltd, 7 Royal Crescent, Glasgow, Glasgow City, G3 7SL, United Kingdom

Company details

From the company's Companies House record.

Company number
SC236906
Company status
Active
Company type
Private limited company
Incorporated
17 September 2002 (23 years old)
Registered office
7 Royal Crescent, Glasgow, G3 7SL, Scotland
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
KPW INVESTMENTS (SCOTLAND) LIMITED Corporate director Not published 26 Apr 2024
Edward Kelly Director Apr 1983 14 Jan 2025

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

Track record

FCA actions and complaints

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

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Optimize IFA Ltd

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Common questions

Frequently asked questions

Is Optimize Financial Solutions Limited FCA authorised?
No. Optimize Financial Solutions Limited (FRN 460558) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is my money safe with Optimize Financial Solutions?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Optimize Financial Solutions has no cover, because it is no longer permitted to carry it out.
Is Optimize Financial Solutions a scam or clone?
Optimize Financial Solutions is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
What is Optimize Financial Solutions's Firm Reference Number (FRN)?
Optimize Financial Solutions's FRN is 460558. You can verify it on the FCA register.