£179k
+23%vs Dec 2024Active12967339Private limited companyRadlett
OPTIMAL WEALTH MANAGEMENT LIMITED
Significant control: Nicky Schama (25–50%), Daniel Harry Michael Schama (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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01
Summary
OPTIMAL WEALTH MANAGEMENT LIMITED is an active private limited company (company number 12967339) incorporated on 22 October 2020, registered in Radlett. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 31 December 2025, showing net assets of £179k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 23% on the prior period (£146k). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the top quarter of 1,174 comparable companies in Greater London (median £4,469, upper quartile £41k).
02
Ownership and control
- Mrs Nicky Schama
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Daniel Harry Michael Schama
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 22 October 20206 yrs ago
- Next accounts due
- 30 September 2027in 339 days
- Confirmation statement due
- 5 November 2026in 10 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £179k | — | — | £61k | — | — | 2 |
| 31 December 2024 | £146k | — | — | £72k | — | — | 2 |
| 31 December 2023 | £148k | — | — | £49k | — | — | 2 |
Current ratio3.86Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £179,168 at 31 December 2025
- Net assets up 10% or more on the prior period+22.6% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.86
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 22 October 2020
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 339 days
- Confirmation statement duein 10 days
- Accounts period endNet assets £179k · micro accounts
- Accounts period endNet assets £146k · micro accounts
- Accounts period endNet assets £148k · micro accounts
- Incorporated
08
Similar companies in Greater London
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- ASTLE FINANCIAL PLANNING LTDRuislip · inc. Oct 2020
- MARIA ZECCA FINANCIAL PLANNING LIMITEDPotters Bar · inc. Oct 2020
- HASH FINANCE LTDIlford · inc. Oct 2020
- CINARDO WEALTH MANAGEMENT LTDRuislip · inc. Oct 2020
All companies incorporated on 22 October 2020 · in Oct 2020.
09
Reminders for OPTIMAL WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.