Oculus Wealth Management Limited

#08589641 Active

Oculus Wealth Management Ltd specializes in financial planning and wealth management services for business owners, professionals, executives, and retirees, ensuring tailored advice that prioritizes clients' best interests.

Founded: 28 Jun 2013
Industries:
64999 - Financial intermediation not elsewhere classified
Location: Horsham

Products & Services

• financial planner
• financial planning
• investment advice
• investment portfolios
• pension planning
• pension portfolios
• wealth management

Financial Snapshot

Last accounts made up to 31 Dec 2024
Next accounts due 30 Sept 2026 (9 months)
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
4
Shareholders
1
Controllers (PSC)
3
Henry Duncan Read
Director • British • Lives in England • Born in Sept 1972
Helen Louise Fitzgerald
Director • British • Lives in England • Born in Jun 1981
Hugh Phillips-baker
Director • British • Lives in England • Born in Sept 1976
Edward Dymott
Director • British • Lives in United Kingdom • Born in Jan 1979

Registered Office Address

Broadlands Business Campus

Langhurstwood Road

Horsham

RH12 4QP

England

Basic Information

LTD
28 Jun 2013
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

6
Officers
3
PSCs
0
Filings