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Oculus Wealth Management (York) Limited

14985783

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

2 GROVE PARK COURT, HARROGATE, HG1 4DP
Incorporated 06/07/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Martin Andrew Smart

director · Since 22/09/2023

WEALTH MANAGER

BRITISH · ENGLAND · Age 60

Persons with Significant Control

Mrs Sarah Jane Smart

25–50% shares
25–50% votes

British · England · Age 55

2, Grove Park Court, Harrogate, HG1 4DP

Notified 22/09/2023

Mr Martin Andrew Smart

50–75% shares
50–75% votes
Appoint directors

British · England · Age 60

2, Grove Park Court, Harrogate, HG1 4DP

Notified 22/09/2023

Former PSCs

Mr Henry Duncan Read

Ceased 22/09/2023

CompanyRankvs 8648+ SIC 64999 peers
60

Financial strength62th percentile among SIC peers · 16/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.64× · 20/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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8648Oculus Wealth Management (York) Limited
60
How is this score calculated?
Financial strength16/25 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.

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.

Longevity3/15 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

£18k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£17k

Working capital

Current Assets

£19k

Current Liabilities

£7k

Fixed Assets

£716

1avg. employees

Balance Sheet

Assets less current liabilities£18k
Signed by Mr Martin Smart 27/02/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.64+£0
20252.64+£10k
20241.99—

Derived from filed accounts. Not audited figures.