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Oculus Wealth Management (Newbury) Limited

12871875

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

7 LOWER WOODSPEEN COURT, NEWBURY, RG20 8BL
Incorporated 10/09/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Deane Richard Anderson

director · Since 10/09/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 64

Also on 1 other board

Mrs Marianne Claire Anderson

secretary · Since 12/05/2021

Persons with Significant Control

Mr Deane Richard Anderson

50–75% shares
50–75% votes

British · England · Age 64

Windville, Spring Lane, Thatcham, RG18 9PL

Notified 10/09/2020

CompanyRankvs 6760+ SIC 64999 peers
66

Financial strength74th percentile among SIC peers · 19/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.17× · 12/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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6760Oculus Wealth Management (Newbury) Limited
65
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.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 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

£62k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£86k

Working capital

Current Assets

£118k

Current Liabilities

£101k

Fixed Assets

£795

6avg. employees+1

Balance Sheet

Assets less current liabilities£86k
Signed by Mr Deane Anderson 15/08/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.17+£18k
20231.10-£17k
20221.34-£18k
20211.50—

Derived from filed accounts. Not audited figures.