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Oculus Wealth Management (York) Limited

Oculus Wealth Management (York) Limited is an active company incorporated on 6 July 2023 with the registered office located in Harrogate, North Yorkshire. Oculus Wealth Management (York) Limited was registered 2 years 2 months ago.
Status
Active
Active since incorporation
Company No
14985783
Private limited company
Age
2 years 2 months
Incorporated 6 July 2023
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 July 2025 (2 months ago)
Next confirmation dated 5 July 2026
Due by 19 July 2026 (10 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Submitted
For period 6 Jul31 Dec 2024 (1 year 5 months)
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 since incorporation
Telephone
01423 369362
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
4
Controllers (PSC)
2
Director • PSC • Wealth Manager • British • Lives in England • Born in Apr 1966
Mrs Sarah Jane Smart
PSC • British • Lives in England • Born in Apr 1971
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2024–2024)
Period Ended
31 Dec 2024
For period 1 Jul31 Dec 2024
Traded for 18 months
Cash in Bank
Unreported
Turnover
Unreported
Employees
1
Total Assets
£11.76K
Total Liabilities
-£3.97K
Net Assets
£7.79K
Debt Ratio (%)
34%
Latest Activity
Confirmation Submitted
1 Month Ago on 15 Jul 2025
Micro Accounts Submitted
5 Months Ago on 24 Mar 2025
Mrs Sarah Jane Smart (PSC) Details Changed
8 Months Ago on 9 Jan 2025
Mr Martin Andrew Smart (PSC) Details Changed
8 Months Ago on 9 Jan 2025
Confirmation Submitted
1 Year 2 Months Ago on 5 Jul 2024
Martin Andrew Smart (PSC) Appointed
1 Year 11 Months Ago on 22 Sep 2023
Henry Duncan Read (PSC) Resigned
1 Year 11 Months Ago on 22 Sep 2023
Mr Martin Andrew Smart Appointed
1 Year 11 Months Ago on 22 Sep 2023
Sarah Jane Smart (PSC) Appointed
1 Year 11 Months Ago on 22 Sep 2023
Henry Duncan Read Resigned
1 Year 11 Months Ago on 22 Sep 2023
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Documents
Confirmation statement made on 5 July 2025 with no updates
Submitted on 15 Jul 2025
Micro company accounts made up to 31 December 2024
Submitted on 24 Mar 2025
Change of details for Mrs Sarah Jane Smart as a person with significant control on 9 January 2025
Submitted on 9 Jan 2025
Change of details for Mr Martin Andrew Smart as a person with significant control on 9 January 2025
Submitted on 9 Jan 2025
Confirmation statement made on 5 July 2024 with updates
Submitted on 5 Jul 2024
Termination of appointment of Henry Duncan Read as a director on 22 September 2023
Submitted on 22 Sep 2023
Notification of Sarah Jane Smart as a person with significant control on 22 September 2023
Submitted on 22 Sep 2023
Appointment of Mr Martin Andrew Smart as a director on 22 September 2023
Submitted on 22 Sep 2023
Cessation of Henry Duncan Read as a person with significant control on 22 September 2023
Submitted on 22 Sep 2023
Notification of Martin Andrew Smart as a person with significant control on 22 September 2023
Submitted on 22 Sep 2023
Repayment History
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