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Oculus Wealth Management (Wessex) Limited

12705530

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 30/06/2020

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 29/06/2026

Due 13/07/2027

On track

Industry

64999
Other financial service activities

Officers

Mrs Kelly Anne Bailey

director · Since 16/09/2020

ADMINISTRATOR

BRITISH · ENGLAND · Age 47

Mr Martyn John Bailey

director · Since 16/09/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 47

Persons with Significant Control

Mr Martyn John Bailey

25–50% shares

British · United Kingdom · Age 47

48, Herberton Road, Bournemouth, BH6 5HY

Notified 16/09/2020

Mrs Kelly Anne Bailey

25–50% shares

British · United Kingdom · Age 47

31, Morrison Avenue, Poole, BH12 4AD

Notified 16/09/2020

Former PSCs

Mr Henry Duncan Read

Ceased 16/09/2020

CompanyRankvs 4345+ SIC 64999 peers
72

Financial strength84th percentile among SIC peers · 21/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 3.87× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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4345Oculus Wealth Management (Wessex) Limited
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How is this score calculated?
Financial strength21/25 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.

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 31/12/2025

Net Worth

£192k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£178k

Working capital

Current Assets

£184k

Current Liabilities

£47k

Fixed Assets

£16k

2avg. employees

Balance Sheet

Assets less current liabilities£195k
Signed by Mr Martyn Bailey 10/07/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.87+£19k
20243.06+£39k
20232.40—

Derived from filed accounts. Not audited figures.