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Oculus Wealth Management (Bristol) Limited

15098876

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 28/08/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Ms Isabel Rose Palmer

director · Since 13/12/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Ms Isabel Rose Palmer

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

British · England · Age 46

2, Grove Park Court, Harrogate, HG1 4DP

Notified 13/12/2023

Former PSCs

Mr Henry Duncan Read

Ceased 13/12/2023

CompanyRankvs 6109+ SIC 64999 peers
68

Financial strength78th percentile among SIC peers · 20/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 2.23× · 20/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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6109Oculus Wealth Management (Bristol) Limited
67
How is this score calculated?
Financial strength20/25 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.

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 31/12/2024

Net Worth

£97k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£101k

Working capital

Current Assets

£116k

Current Liabilities

£52k

2avg. employees

Balance Sheet

Assets less current liabilities£101k
Signed by Miss Isabel Palmer 22/04/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20242.23

Derived from filed accounts. Not audited figures.