UK Companies House feature
OCULUS WEALTH MANAGEMENT LIMITED
Cash
£1M
+20.2% vs 2021
Net assets
£804K
+61.2% vs 2021
Employees
—
Average over period
Profit before tax
—
Period ending 2022-12-31
Profile
- Company number
- 08589641
- Status
- Active
- Incorporation
- 2013-06-28
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Net assets
4-year trend · vs UK Fintech median
Accounts
4-year trend · latest 2022-12-31
| Metric | Trend | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Turnover | — | — | — | — | |
| Operating profit | — | — | — | — | |
| Profit before tax | — | — | — | — | |
| Net profit | — | — | — | — | |
| Cash | £266,066 | £424,320 | £1,007,681 | £1,211,587 | |
| Total assets less current liabilities | £257,607 | £289,962 | £502,242 | £807,138 | |
| Net assets | £254,833 | £288,911 | £498,904 | £804,197 | |
| Equity | — | — | — | — | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — |
Values shown as filed in iXBRL accounts. — indicates the figure was not present in the extracted filing (either not filed under that concept or absent from the period). About these numbers
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst and Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Having made an assessment for twelve months from the date, the financial statements are authorized for issue which included considering forecasts for the next twelve months, the risks facing the business and the current economic environment, the Directors have not identified any material uncertainties related to events or conditions that may cast significant doubt about the Company's ability to continue as a going concern. Therefore, the financial statements continue to be prepared on the going concern basis.”
Significant events
- “On 31 March 2025 the remaining 49% of the share capital of the Company's parent company, Oculus (Holdings) Limited, was purchased by Benchmark Capital Limited.”
- “On 1 January 2024, the Group became subject to the global minimum tax rate (15%) under the OECD Pillar Two framework.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
4 active · 2 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DYMOTT, Edward | Director | 2025-06-17 | Jan 1979 | British |
| FITZGERALD, Helen Louise | Director | 2025-06-17 | Jun 1981 | British |
| PHILLIPS-BAKER, Hugh | Director | 2015-01-08 | Sep 1976 | British |
| READ, Henry Duncan | Director | 2013-06-28 | Sep 1972 | British |
Show 2 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MUTCH, Peter Douglas | Director | 2015-02-06 | 2025-06-18 |
| ROUND, Jonathon Charles | Director | 2013-06-28 | 2013-06-28 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Oculus (Holdings) Limited | Corporate entity | Shares 75–100% | 2020-05-14 | Active |
| Mr Peter Douglas Mutch | Individual | ownership-of-shares-75-to-100-percent-as-firm, voting-rights-75-to-100-percent-as-firm | 2016-04-06 | Ceased 2020-05-14 |
| Mr Henry Duncan Read | Individual | voting-rights-25-to-50-percent-as-firm | 2016-04-06 | Ceased 2020-05-14 |
Filing timeline
Last 20 of 47 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2025-07-18 | AA | accounts | accounts with accounts type full |
| 2025-07-15 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-07-15 | TM01 | officers | termination director company with name termination date |
| 2025-07-07 | AP01 | officers | appoint person director company with name date |
| 2025-07-07 | AP01 | officers | appoint person director company with name date |
| 2025-04-14 | RESOLUTIONS | resolution | resolution |
| 2025-04-14 | MA | incorporation | memorandum articles |
| 2025-04-07 | AD01 | address | change registered office address company with date old address new address |
| 2024-06-28 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2024-06-25 | AA | accounts | accounts with accounts type full |
| 2023-08-30 | AA | accounts | accounts with accounts type unaudited abridged |
| 2023-06-28 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2022-12-15 | CH01 | officers | change person director company with change date |
| 2022-06-29 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2022-06-23 | AA | accounts | accounts with accounts type unaudited abridged |
| 2021-08-13 | AA | accounts | accounts with accounts type unaudited abridged |
| 2021-06-28 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2020-10-23 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2020-10-23 | PSC02 | persons-with-significant-control | notification of a person with significant control |
| 2020-10-23 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory