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Oculus Wealth Management (Surrey) Limited

11497392

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

1 ANGEL COURT, LONDON, EC2R 7HJ
Incorporated 02/08/2018

Compliance

Last accounts

31/12/2023

micro entity

Next accounts due

29/06/2026

On track

Confirmation statement

Last: 08/09/2025

Due 22/09/2026

On track

Industry

64999
Other financial service activities

Officers

Indigo Corporate Secretary Limited

secretary · Since 30/06/2025

Also on 186 other boards

Mr Dean Michael Proctor

director · Since 30/06/2025

CHIEF EXECUTIVE

BRITISH · UNITED KINGDOM · Age 54

Also on 22 other boards

Mr Duncan Richard Walker

director · Since 30/06/2025

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 56

Also on 21 other boards

Persons with Significant Control

Navigate Wealth Management Limited

75–100% shares

Ashcombe Court, Woolsack Way, Godalming, GU7 1LQ

Reg: 11330691 · United Kingdom · Limited Company

Notified 27/11/2018

Former PSCs

Mr Henry Duncan Read

Ceased 27/11/2018

Charges0 outstanding

Charge
satisfied

THE TRUSTEES OF THE NAVIGATE WEALTH MANAGEMENT PENSION SCHEME

Created 18/09/2019Registered 25/09/2019Satisfied 16/04/2025

CompanyRankvs 6092+ SIC 64999 peers
68

Financial strength77th percentile among SIC peers · 19/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.34× · 12/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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6092Oculus Wealth Management (Surrey) Limited
67
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.

Employees14/15 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.

Longevity8/15 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 31/12/2023

Net Worth

£83k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£122k

Working capital

Current Assets

£105k

Current Liabilities

£78k

Fixed Assets

£10k

6avg. employees+1

Balance Sheet

Assets less current liabilities£132k
Signed by Mr Philip Warren 01/04/2024Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20231.34+£23k
20221.22-£23k
20211.43+£35k
20201.19+£61k
2019-0.35—

Derived from filed accounts. Not audited figures.