OPTIMUM PATH FINANCIAL PLANNING LIMITED

Reference number: 116336

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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 4 other names
  • HA&W
  • HA&W Chartered Financial Planners
  • Optimum Path Chartered Financial Planners
  • Optimum Path Wealth Management

Company details

From the company's Companies House record.

Company number
01377493
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)

Current directors and secretaries

Name Role Born Appointed
Alasdair Jon Walker Director Mar 1989 14 Feb 2014
Melissa Walker Director Apr 1985 21 Feb 2025
Melissa Walker Secretary Not published 21 Feb 2025

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.

Check your FSCS cover →

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

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.

Previously registered as

The FCA register holds 5 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Arthur Bown Financial ServicesLimited
  • Handford Aitkenhead & Walker Ltd
  • Hunter Aitkenhead Ltd
  • Hunter Aitkenhead & Walker Ltd
  • Martin Bown Financial Services Ltd

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Martin Bown Financial Services

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Common questions

Frequently asked questions

Is OPTIMUM PATH FINANCIAL PLANNING LIMITED FCA authorised?
Yes, OPTIMUM PATH FINANCIAL PLANNING LIMITED (FRN 116336) is authorised by the FCA to carry out regulated activities.
Is my money safe with OPTIMUM PATH FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about OPTIMUM PATH FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is OPTIMUM PATH FINANCIAL PLANNING a scam or clone?
OPTIMUM PATH FINANCIAL PLANNING 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 OPTIMUM PATH FINANCIAL PLANNING's Firm Reference Number (FRN)?
OPTIMUM PATH FINANCIAL PLANNING's FRN is 116336. You can verify it on the FCA register.