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Oculus Wealth Management (Chilterns) Limited

14537770

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

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 13/12/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Andrew Philip Thompson

director · Since 28/09/2023

CHARTERED WEALTH PLANNER

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Andrew Philip Thompson

25–50% shares
25–50% votes
Appoint directors

British · England · Age 50

2, Grove Park Court, Harrogate, HG1 4DP

Notified 28/09/2023

Mrs Samantha Jane Thompson

25–50% shares
25–50% votes

British · England · Age 50

2, Grove Park Court, Harrogate, HG1 4DP

Notified 28/09/2023

Former PSCs

Mr Henry Duncan Read

Ceased 28/09/2023

CompanyRankvs 6099+ SIC 64999 peers
68

Financial strength75th percentile among SIC peers · 19/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 2.36× · 20/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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6099Oculus Wealth Management (Chilterns) Limited
67
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.

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.

Longevity4/15 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

£72k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£73k

Working capital

Current Assets

£93k

Current Liabilities

£40k

Fixed Assets

£86

2avg. employees+1

Balance Sheet

Assets less current liabilities£73k
Signed by Mr Andrew Thompson 28/02/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.36+£66k
20230.98—

Derived from filed accounts. Not audited figures.