OCM Wealth Management Limited
OCM Wealth Management Limited is an active company incorporated on 10 February 2004 with the registered office located in Northampton, Northamptonshire. OCM Wealth Management Limited was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05039809
Private limited company
Age
21 years
Incorporated 10 February 2004
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 22 August 2025 (16 days ago)
Next confirmation dated 22 August 2026
Due by 5 September 2026 (12 months remaining)
Last change occurred 16 days ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2025 (12 months)
Accounts type is Small
Next accounts for period 30 April 2026
Due by 31 January 2027 (1 year 4 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Richard John Case and Charlotte Louise Lodge are mutual people.
Active
Richard John Case is a mutual person.
Active
Jason Anthony Andrew Stather Lodge is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Apr 2025
For period 30 Apr ⟶ 30 Apr 2025
Traded for 12 months
Cash in Bank
£165.95K
Decreased by £40.27K (-20%)
Turnover
Unreported
Same as previous period
Employees
37
Increased by 1 (+3%)
Total Assets
£1.58M
Decreased by £120.38K (-7%)
Total Liabilities
-£706.31K
Decreased by £247.12K (-26%)
Net Assets
£870.57K
Increased by £126.74K (+17%)
Debt Ratio (%)
45%
Decreased by 11.38% (-20%)
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Repayment History
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