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Oculus Wealth Management (Wolverhampton) Limited

12566802

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 21/04/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Philip Oaten

director · Since 03/06/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 73

Persons with Significant Control

Mrs Christine Oaten

25–50% shares
25–50% votes

British · England · Age 71

21, Bearnett Drive, Wolverhampton, WV4 5NN

Notified 03/06/2020

Mr Philip Oaten

50–75% shares
50–75% votes
Appoint directors

British · England · Age 73

21, Bearnett Drive, Wolverhampton, WV4 5NN

Notified 03/06/2020

Former PSCs

Mr Henry Duncan Read

Ceased 03/06/2020

CompanyRankvs 4301+ SIC 64999 peers
72

Financial strength77th percentile among SIC peers · 19/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.25× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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4301Oculus Wealth Management (Wolverhampton) Limited
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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.

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.

Longevity6/15 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 31/12/2024

Net Worth

£87k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£87k

Working capital

Current Assets

£93k

Current Liabilities

£41k

Fixed Assets

£78

3avg. employees

Balance Sheet

Assets less current liabilities£87k
Signed by Mr Philip Oaten 31/07/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.25+£14k
20232.32—

Derived from filed accounts. Not audited figures.