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Oculus Wealth Management (Cotswolds) Limited

09747788

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

NORTH WAREHOUSE, GLOUCESTER, GL1 2EP
Incorporated 25/08/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Andrew Michael Fitz

director · Since 25/08/2015

FINANCIAL CONSULTANT

ENGLISH · ENGLAND · Age 63

Mr Jeremy Clark Goodman

director · Since 25/08/2015

FINANCIAL CONSULTANT

BRITISH · ENGLAND · Age 63

Also on 1 other board

Persons with Significant Control

Mr Andrew Michael Fitz

25–50% shares

English · England · Age 63

North Warehouse, Gloucester Docks, Gloucester, GL1 2EP

Notified 06/04/2016

Mr Jeremy Clark Goodman

25–50% shares

British · England · Age 63

North Warehouse, Gloucester Docks, Gloucester, GL1 2EP

Notified 06/04/2016

CompanyRankvs 5671+ SIC 64999 peers
69

Financial strength77th percentile among SIC peers · 19/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.24× · 12/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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5671Oculus Wealth Management (Cotswolds) Limited
68
How is this score calculated?
Financial strength19/25 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.

Liquidity12/20 pts

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

Longevity11/15 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

£90k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£119k

Working capital

Current Assets

£134k

Current Liabilities

£108k

Fixed Assets

£189

3avg. employees

Balance Sheet

Assets less current liabilities£119k
Signed by Mr Jeremy Goodman 31/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.24+£15k
20241.26+£15k
20231.25+£7k
20221.20-£9k
20211.15+£11k
20201.18+£535
20191.22—

Derived from filed accounts. Not audited figures.