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Oculus Wealth Management (Shropshire) Limited

13823607

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 31/12/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Peter David Bannister

director · Since 29/04/2022

FINANCIAL PLANNER

BRITISH · WALES · Age 66

Persons with Significant Control

Mr Peter David Bannister

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

British · Wales · Age 66

2, Grove Park Court, Harrogate, HG1 4DP

Notified 29/04/2022

Former PSCs

Mr Henry Duncan Read

Ceased 29/04/2022

CompanyRankvs 4311+ SIC 64999 peers
73

Financial strength84th percentile among SIC peers · 21/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 4.46× · 20/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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4311Oculus Wealth Management (Shropshire) 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.

Employees12/15 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.

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 31/12/2024

Net Worth

£188k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£187k

Working capital

Current Assets

£197k

Current Liabilities

£44k

Fixed Assets

£1k

3avg. employees

Balance Sheet

Assets less current liabilities£188k
Signed by Mr Peter Bannister 31/07/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20244.46+£78k
20233.22—

Derived from filed accounts. Not audited figures.