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Oculus Wealth Management (Wessex) Limited

12705530

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 30/06/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

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 4301+ SIC 64999 peers
72

Financial strength83th percentile among SIC peers · 21/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 3.06× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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4301Oculus 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 31/12/2024

Net Worth

£174k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£148k

Working capital

Current Assets

£140k

Current Liabilities

£46k

Fixed Assets

£28k

2avg. employees

Balance Sheet

Assets less current liabilities£177k
Signed by Mr Martyn Bailey 15/08/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20243.06+£39k
20232.40—

Derived from filed accounts. Not audited figures.