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Oculus Wealth Management (North Dorset) Limited

Oculus Wealth Management (North Dorset) Limited is an active company incorporated on 22 June 2020 with the registered office located in Horsham, West Sussex. Oculus Wealth Management (North Dorset) Limited was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12690564
Private limited company
Age
5 years
Incorporated 22 June 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 21 June 2025 (2 months ago)
Next confirmation dated 21 June 2026
Due by 5 July 2026 (10 months remaining)
Last change occurred 2 months ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Contact
Address
Broadlands Business Campus
Langhurstwood Road
Horsham
RH12 4QP
England
Address changed on 4 Nov 2024 (10 months ago)
Previous address was 2 Grove Park Court Harrogate HG1 4DP England
Telephone
Unreported
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Financial Planner • British • Lives in England • Born in Jun 1960
Director • British • Lives in UK • Born in Jan 1979
Director • Administrator • British • Lives in England • Born in May 1959
Benchmark Financial Planning Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Retirement Planning Partnership Ltd
Edward Dymott is a mutual person.
Active
Kellands (Bristol) Limited
Edward Dymott is a mutual person.
Active
Best Practice Ifa Group Limited
Edward Dymott is a mutual person.
Active
Cusack Financial Management Limited
Edward Dymott is a mutual person.
Active
Rayner Spencer Mills Research Limited
Edward Dymott is a mutual person.
Active
Clarke-Walker Financial Management Limited
Edward Dymott is a mutual person.
Active
Robertson Baxter Limited
Edward Dymott is a mutual person.
Active
Champain Financial Services Limited
Edward Dymott is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£118.23K
Increased by £30.87K (+35%)
Total Liabilities
-£34.38K
Increased by £5.89K (+21%)
Net Assets
£83.85K
Increased by £24.98K (+42%)
Debt Ratio (%)
29%
Decreased by 3.53% (-11%)
Latest Activity
Robert James Waterfall Resigned
4 Days Ago on 3 Sep 2025
Mr Edward Dymott Appointed
6 Days Ago on 1 Sep 2025
Confirmation Submitted
2 Months Ago on 5 Jul 2025
Registered Address Changed
10 Months Ago on 4 Nov 2024
Stephanie Kate Waterfall (PSC) Resigned
10 Months Ago on 21 Oct 2024
Stephanie Kate Waterfall Resigned
10 Months Ago on 21 Oct 2024
Benchmark Financial Planning Limited (PSC) Appointed
10 Months Ago on 21 Oct 2024
Robert James Waterfall (PSC) Resigned
10 Months Ago on 21 Oct 2024
Confirmation Submitted
1 Year 2 Months Ago on 21 Jun 2024
Own Shares Purchased
1 Year 3 Months Ago on 13 May 2024
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Documents
Termination of appointment of Robert James Waterfall as a director on 3 September 2025
Submitted on 3 Sep 2025
Appointment of Mr Edward Dymott as a director on 1 September 2025
Submitted on 3 Sep 2025
Confirmation statement made on 21 June 2025 with updates
Submitted on 5 Jul 2025
Memorandum and Articles of Association
Submitted on 14 Nov 2024
Resolutions
Submitted on 14 Nov 2024
Registered office address changed from 2 Grove Park Court Harrogate HG1 4DP England to Broadlands Business Campus Langhurstwood Road Horsham RH12 4QP on 4 November 2024
Submitted on 4 Nov 2024
Cessation of Stephanie Kate Waterfall as a person with significant control on 21 October 2024
Submitted on 4 Nov 2024
Change of share class name or designation
Submitted on 3 Nov 2024
Cessation of Robert James Waterfall as a person with significant control on 21 October 2024
Submitted on 25 Oct 2024
Notification of Benchmark Financial Planning Limited as a person with significant control on 21 October 2024
Submitted on 25 Oct 2024
Repayment History
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