Loading the map…

Financial intermediation not elsewhere classified · London

Oculus Wealth Management (Surrey)

Oculus Wealth Management (Surrey) Limited

Staff up 20%ActiveLatest figures: 2023Abridged accountsCompany only8 years on the register

Private limited company registered in London, classed under “Financial intermediation not elsewhere classified”.

Headline figures

FY to Dec 2023 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£2020202120222023
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 4 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2020202120222023
Fixed assets
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

5 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-25

  1. Accounts
    Audit exemption subsidiary accounts made up to 31 December 2025
  2. Accounts
    Consolidated accounts of parent company for subsidiary company period ending 31/12/25
  3. Filing
    Audit exemption statement of guarantee by parent company for period ending 31/12/25
  4. Accounts
    Notice of agreement to exemption from audit of accounts for period ending 31/12/25
  5. Accounts
    Previous accounting period shortened from 29 June 2026 to 31 December 2025
  6. Accounts
    Total exemption full accounts made up to 29 June 2025
  7. Directors
    Termination of appointment of Philip Simon Warren as a director on 24 February 2026
  8. Directors
    Appointment of Mr Dean Michael Proctor as a director on 30 June 2025
  9. Directors
    Appointment of Indigo Corporate Secretary Limited as a secretary on 30 June 2025
  10. Address
    Registered office address changed from 4 Bank Terrace Gomshall Lane Shere Guildford Surrey GU5 9HB England to 1 Angel Court London EC2R 7HJ on 4 July 2025
  11. Directors
    Appointment of Mr Duncan Richard Walker as a director on 30 June 2025
  12. Accounts
    Current accounting period extended from 31 December 2024 to 29 June 2025
  13. 20 earlier
    1. Charges
      Satisfaction of charge 114973920001 in full
    2. Accounts
      Micro company accounts made up to 31 December 2023
    3. Accounts
      Micro company accounts made up to 31 December 2022
    4. Accounts
      Micro company accounts made up to 31 December 2021
    5. Accounts
      Micro company accounts made up to 31 December 2020
    6. Directors
      Termination of appointment of Mark Che Daunter as a director on 31 July 2021
    7. Accounts
      Micro company accounts made up to 31 December 2019
    8. Directors
      Appointment of Mr Mark Che Daunter as a director on 30 October 2019
    9. Charges
      Registration of charge 114973920001, created on 18 September 2019
    10. Ownership
      Notification of Navigate Wealth Management Limited as a person with significant control on 27 November 2018
    11. Ownership
      Cessation of Henry Duncan Read as a person with significant control on 27 November 2018
    12. Directors
      Termination of appointment of Henry Duncan Read as a director on 27 November 2018
    13. Filing
      Statement of company's objects
    14. Filing
      Memorandum and Articles of Association
    15. Filing
      Resolutions
    16. Directors
      Appointment of Mr Philip Simon Warren as a director on 19 September 2018
    17. Address
      Registered office address changed from Windsor House Cornwall Road Harrogate HG1 2PW United Kingdom to 4 Bank Terrace Gomshall Lane Shere Guildford Surrey GU5 9HB on 17 Septembe…
    18. Shares
      Statement of capital following an allotment of shares on 12 September 2018 · GBP 7
    19. Accounts
      Current accounting period extended from 31 August 2019 to 31 December 2019
    20. Incorporation
      Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Oculus Wealth Management (Surrey) do?

Private limited company registered in London, classed under “Financial intermediation not elsewhere classified”.

›How much turnover does Oculus Wealth Management (Surrey) make?

Answered in the full report

›Is Oculus Wealth Management (Surrey) profitable?

Oculus Wealth Management (Surrey)'s profit isn't public: small companies may file without a profit and loss account.

›How many people work at Oculus Wealth Management (Surrey)?

Answered in the full report

›Who runs and owns Oculus Wealth Management (Surrey)?

Its directors are Indigo Corporate Secretary Limited, Dean Michael Proctor, Duncan Richard Walker. Its owners are shown to subscribers.

›Where is Oculus Wealth Management (Surrey) based?

Its registered office is 1 Angel Court, London, EC2R 7HJ, in London.

›When was Oculus Wealth Management (Surrey) founded?

Oculus Wealth Management (Surrey) Limited was incorporated on 2 August 2018.

›Is Oculus Wealth Management (Surrey) still trading?

The register lists Oculus Wealth Management (Surrey) Limited as active.

More companies in London →