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Private limited company registered in York, classed under “Financial management”.
Headline figures
FY to Mar 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2024* | 2025 | 2026 |
|---|---|---|---|
| Profit after tax | — | ||
| Turnover | |||
| Net assets | |||
| Cash | |||
| Employees |
Every figure for all 3 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2024 | 2025 | 2026 |
|---|---|---|---|
| Fixed assets | |||
| Current assets | |||
| Creditors due within a year | |||
| Net current assets | |||
| Creditors due after a year | |||
| Net assets | |||
| Ratios | |||
| Current ratioCurrent assets for every £1 owed within a year | |||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | |||
6 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Optimal Financial Planning do?
Private limited company registered in York, classed under “Financial management”.
›How much turnover does Optimal Financial Planning make?
Answered in the full report
›Is Optimal Financial Planning profitable?
Optimal Financial Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Optimal Financial Planning?
Answered in the full report
›Where is Optimal Financial Planning based?
Its registered office is 26 Trafalgar Street, York, YO23 1HT, in York.
›When was Optimal Financial Planning founded?
Optimal Financial Planning Ltd was incorporated on 15 March 2023.
›Is Optimal Financial Planning still trading?
The register lists Optimal Financial Planning Ltd as active.