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Oculus Wealth Management (Bath) Limited

08771301

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

NAISHCOMBE COTTAGE ROCK ROAD, BRISTOL, BS30 5TW
Incorporated 12/11/2013

Compliance

Last accounts

31/12/2025

micro entity

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 22/10/2025

Due 05/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Martin Bacon

director · Since 03/02/2014

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 62

Mrs Karen Lesley Bacon

director · Since 24/02/2022

BOOKKEEPER

BRITISH · ENGLAND · Age 57

Mr Matthew William Bacon

director · Since 03/07/2023

STUDENT

BRITISH · ENGLAND · Age 20

Persons with Significant Control

Mr Martin Bacon

25–50% shares
25–50% votes

British · England · Age 62

Naishcombe Cottage, Rock Road, Bristol, BS30 5TW

Notified 06/04/2016

Mrs Karen Lesley Bacon

25–50% shares

British · England · Age 57

Naishcombe Cottage, Rock Road, Bristol, BS30 5TW

Notified 29/09/2020

CompanyRankvs 1494+ SIC 64999 peers
82

Financial strength88th percentile among SIC peers · 22/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 3.47× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength22/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity13/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2025

Net Worth

£319k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£287k

Working capital

Current Assets

£346k

Current Liabilities

£100k

Fixed Assets

£36k

3avg. employees

Balance Sheet

Assets less current liabilities£323k
Signed by Mr Martin Bacon 31/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.47+£0
20253.47+£35k
20243.42+£376
20235.28+£25k
20224.84+£58k
20213.21+£74k
20203.01+£227k
2019-2.32

Derived from filed accounts. Not audited figures.