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Oculus Wealth Management (Bradford On Avon) Limited

12286708

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

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 29/10/2019

Compliance

Last accounts

31/12/2025

micro entity

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 28/10/2025

Due 11/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Paul Simon Fisher

director · Since 15/01/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 48

Persons with Significant Control

Mr Paul Simon Fisher

50–75% shares
50–75% votes

British · England · Age 48

Valentine House, 23 Sandy Lane, Frome, BA11 6ST

Notified 15/01/2020

Mrs Amanda Fisher

25–50% shares
25–50% votes

British · England · Age 49

2, Grove Park Court, Harrogate, HG1 4DP

Notified 14/04/2021

Former PSCs

Mr Henry Duncan Read

Ceased 15/01/2020

CompanyRankvs 7486+ SIC 64999 peers
68

Financial strength80th percentile among SIC peers · 20/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.69× · 16/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 pts

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

Employees10/15 pts

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

Liquidity16/20 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 31/12/2025

Net Worth

£122k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£88k

Working capital

Current Assets

£111k

Current Liabilities

£65k

Fixed Assets

£74k

2avg. employees

Balance Sheet

Assets less current liabilities£162k
Signed by Mr Paul Fisher 31/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.69+£28k
20241.55-£13k
20231.79—

Derived from filed accounts. Not audited figures.