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Oculus Wealth Management (South Staffs) Limited

12703301

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 29/06/2020

Compliance

Last accounts

30/06/2025

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 28/06/2025

Due 12/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Simon Nicholas Lycett

director · Since 17/08/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 47

Also on 1 other board

Persons with Significant Control

Mrs Samantha Lycett

25–50% shares
25–50% votes

British · United Kingdom · Age 53

17, Suckling Green Lane, Wolverhampton, WV8 2BL

Notified 17/08/2020

Mr Simon Nicholas Lycett

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

British · United Kingdom · Age 47

17, Suckling Green Lane, Wolverhampton, WV8 2BL

Notified 17/08/2020

Former PSCs

Mr Henry Duncan Read

Ceased 17/08/2020

CompanyRankvs 6776+ SIC 64999 peers
69

Financial strength78th percentile among SIC peers · 20/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.56× · 16/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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6776Oculus Wealth Management (South Staffs) Limited
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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.

Employees12/15 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.

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 31/12/2025

Net Worth

£97k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£98k

Working capital

Current Assets

£128k

Current Liabilities

£82k

Fixed Assets

£1k

3avg. employees

Balance Sheet

Assets less current liabilities£100k
Signed by Mr Simon Lycett 26/06/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.56+£17k
20251.79+£8k
20242.05-£12k
20233.79—

Derived from filed accounts. Not audited figures.