Ocaris Wealth Management Ltd
Ocaris Wealth Management Ltd is an active company incorporated on 30 July 2021 with the registered office located in Ferndown, Dorset. Ocaris Wealth Management Ltd was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13540621
Private limited company
Age
4 years
Incorporated 30 July 2021
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 July 2025 (3 months ago)
Next confirmation dated 17 July 2026
Due by 31 July 2026 (9 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Ocaris Wealth Management Ltd is a company that offers a lifestyle financial planning service to clients, assisting them in achieving their life aspirations..
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£229.33K
Increased by £179.18K (+357%)
Turnover
Unreported
Same as previous period
Employees
10
Same as previous period
Total Assets
£508.4K
Increased by £271.12K (+114%)
Total Liabilities
-£345.41K
Increased by £39.58K (+13%)
Net Assets
£162.99K
Increased by £231.54K (-338%)
Debt Ratio (%)
68%
Decreased by 60.95% (-47%)
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Repayment History
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