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Oculus Wealth Management (South Staffs) Limited

12703301

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 29/06/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Simon Nicholas Lycett

director · Since 17/08/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 46

Also on 1 other board

Persons with Significant Control

Mr Simon Nicholas Lycett

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

British · United Kingdom · Age 46

17, Suckling Green Lane, Wolverhampton, WV8 2BL

Notified 17/08/2020

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

Former PSCs

Mr Henry Duncan Read

Ceased 17/08/2020

CompanyRankvs 7620+ SIC 64999 peers
68

Financial strength76th percentile among SIC peers · 19/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.79× · 16/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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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.

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 30/06/2025

Net Worth

£79k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£80k

Working capital

Current Assets

£89k

Current Liabilities

£50k

Fixed Assets

£491

3avg. employees

Balance Sheet

Assets less current liabilities£80k
Signed by Mr Simon Lycett 27/11/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.79+£8k
20242.05-£12k
20233.79-£48k
20223.43+£71k
20212.67

Derived from filed accounts. Not audited figures.