Oculus Wealth Management (north Dorset) Limited

#12690564 • 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: 22 Jun 2020
Industries:
64999 - Financial intermediation not elsewhere classified
Website: oculuswealth.co.uk
Phone: 01284488250
Email: info@oculuswealth.co.uk
Location: Colchester

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 2023
Next accounts due 30 Sept 2025
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
1
Shareholders
5
Controllers (PSC)
4
Edward Dymott
Director • British • Lives in United Kingdom • Born in Jan 1979
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Registered Office Address

Begbies Traynor, Town Wall House

Balkerne Hill

Colchester

CO3 3AD

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Basic Information

LTD
22 Jun 2020
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
Yes
N/A

Summary

4
Officers
4
PSCs
0
Filings