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Oculus Wealth Management (West Midlands) Limited

Oculus Wealth Management (West Midlands) Limited is an active company incorporated on 27 August 2020 with the registered office located in Harrogate, North Yorkshire. Oculus Wealth Management (West Midlands) Limited was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12840626
Private limited company
Age
5 years
Incorporated 27 August 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 26 August 2025 (14 days ago)
Next confirmation dated 26 August 2026
Due by 9 September 2026 (12 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
2 Grove Park Court
Harrogate
HG1 4DP
England
Same address for the past 4 years
Telephone
01423 369362
Email
Unreported
Website
Unreported
People
Officers
3
Shareholders
3
Controllers (PSC)
3
Director • PSC • Financial Adviser • British • Lives in England • Born in Dec 1969
Director • PSC • Financial Adviser • British • Lives in England • Born in Aug 1979
Director • PSC • Financial Adviser • British • Lives in England • Born in Mar 1953
Shareholders, PSCs & Group Structure
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Mutual Companies
Southdown Consultants Limited
Mr Ian Stuart Hawkins is a mutual person.
Active
Oculus Wealth Management (Wolverhampton) Limited
Mr Philip Oaten is a mutual person.
Active
Oculus Wealth Management (Wombourne) Limited
Mr Ian Stuart Hawkins is a mutual person.
Active
Oculus Wealth Management (South Staffs) Limited
Mr Simon Nicholas Lycett is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£37.58K
Decreased by £9.03K (-19%)
Total Liabilities
-£17.96K
Decreased by £5.3K (-23%)
Net Assets
£19.62K
Decreased by £3.73K (-16%)
Debt Ratio (%)
48%
Decreased by 2.11% (-4%)
Latest Activity
Confirmation Submitted
12 Days Ago on 28 Aug 2025
Micro Accounts Submitted
25 Days Ago on 15 Aug 2025
Confirmation Submitted
1 Year Ago on 30 Aug 2024
Micro Accounts Submitted
1 Year 2 Months Ago on 19 Jun 2024
Micro Accounts Submitted
1 Year 12 Months Ago on 13 Sep 2023
Confirmation Submitted
2 Years Ago on 30 Aug 2023
Mr Philip Oaten (PSC) Details Changed
2 Years 7 Months Ago on 7 Feb 2023
Mr Philip Oaten Details Changed
2 Years 7 Months Ago on 7 Feb 2023
Confirmation Submitted
3 Years Ago on 5 Sep 2022
Micro Accounts Submitted
3 Years Ago on 11 Mar 2022
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Documents
Confirmation statement made on 26 August 2025 with no updates
Submitted on 28 Aug 2025
Micro company accounts made up to 31 December 2024
Submitted on 15 Aug 2025
Confirmation statement made on 26 August 2024 with no updates
Submitted on 30 Aug 2024
Micro company accounts made up to 31 December 2023
Submitted on 19 Jun 2024
Micro company accounts made up to 31 December 2022
Submitted on 13 Sep 2023
Confirmation statement made on 26 August 2023 with no updates
Submitted on 30 Aug 2023
Director's details changed for Mr Philip Oaten on 7 February 2023
Submitted on 8 Feb 2023
Change of details for Mr Philip Oaten as a person with significant control on 7 February 2023
Submitted on 8 Feb 2023
Confirmation statement made on 26 August 2022 with no updates
Submitted on 5 Sep 2022
Micro company accounts made up to 31 December 2021
Submitted on 11 Mar 2022
Repayment History
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