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Oculus Wealth Management (Leeds) Limited

13671303

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 11/10/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Steven James Wilby

director · Since 04/01/2022

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 41

Also on 1 other board

Persons with Significant Control

Mr Steven James Wilby

75–100% shares
75–100% votes
Appoint directors

British · England · Age 41

2, Grove Park Court, Harrogate, HG1 4DP

Notified 04/01/2022

Former PSCs

Mr Henry Duncan Read

Ceased 04/01/2022

CompanyRankvs 10474+ SIC 64999 peers
60

Financial strength72th percentile among SIC peers · 18/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.91× · 16/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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10474Oculus Wealth Management (Leeds) Limited
55
How is this score calculated?
Financial strength18/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees6/15 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.

Longevity5/15 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

£53k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£52k

Working capital

Current Assets

£52k

Current Liabilities

£27k

Fixed Assets

£879

1avg. employees

Balance Sheet

Assets less current liabilities£53k
Signed by Mr Steven Wilby 30/04/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.91+£0
20251.91-£16k
20242.31-£5k
20232.80—

Derived from filed accounts. Not audited figures.