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Oculus Wealth Management (Bristol) Limited

15098876

active
Private Limited Company
england wales
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 28/08/2023

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 22/04/2026

Due 06/05/2027

On track

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 5116+ SIC 64999 peers
70

Financial strength80th percentile among SIC peers · 20/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.35× · 20/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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5116Oculus Wealth Management (Bristol) Limited
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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.

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.

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

£115k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£114k

Working capital

Current Assets

£130k

Current Liabilities

£55k

Fixed Assets

£204

3avg. employees+1

Balance Sheet

Assets less current liabilities£115k
Signed by Miss Isabel Palmer 26/06/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.35+£18k
20242.23—

Derived from filed accounts. Not audited figures.