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Oculus Wealth Management (East Sussex) Limited

11902601

active
Private Limited Company
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

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 23/03/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Ian Robert Porter

director · Since 28/05/2019

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 57

Persons with Significant Control

Mr Ian Robert Porter

25–50% votes

British · England · Age 57

2, Grove Park Court, Harrogate, HG1 4DP

Notified 10/06/2019

Former PSCs

Mr Henry Duncan Read

Ceased 10/06/2019

Wish Road Investments Limited

Ceased 30/03/2023

CompanyRankvs 3821+ SIC 66190 peers
51

Financial strength54th percentile among SIC peers · 14/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.73× · 6/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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3821Oculus Wealth Management (East Sussex) Limited
47
How is this score calculated?
Financial strength14/25 pts

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

Employees9/15 pts

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

Liquidity6/20 pts

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

Longevity7/15 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

£5k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£3k

Working capital

Current Assets

£25k

Current Liabilities

£35k

Fixed Assets

£2k

2avg. employees-1

Balance Sheet

Assets less current liabilities£5k
Signed by Mr Ian Porter 29/02/2024Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20230.73+£3k
20220.62-£3k
20210.46—

Derived from filed accounts. Not audited figures.