OCULUS WEALTH MANAGEMENT (BATH) LIMITED

Company number 08771301 ·

Active

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Shareholders' funds

£318,867

Balance sheet as at 2025-12-31

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Overview

Company type
Private Limited Company
Incorporated
2013-11-12
Employees
3 (2025 accounts · was 2 in 2024)
Registered office
Naishcombe Cottage Rock Road, Wick, Bristol, BS30 5TW
Postcode
BS30 5TW
Capital
103 GBP
Accounts category
Micro

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2025-10-22
Next due by
2026-11-05
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 2 current · 1 resigned

Appointed 2023-07-03
MR Martin BACON Director
Appointed 2014-02-03

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA055615 (Tier 1), registered since 2014.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
oculuswealth.co.uk

Oculus Wealth Management offers personalised financial planning, investment advice, and retirement solutions. Our independent financial advisers are committed to providing unbiased, holistic strategies to help you achieve your financial goals. Optimize your investments, plan for a secure future, and manage your estate efficiently with our expert guidance. Contact us today to start your journey towards financial well-being.

Among its peers

Top 25%

by shareholders' funds, of 280 similar companies in BS

Trading since 2013.

Competitors Bristol

This company ranks 47 among financial intermediation not elsewhere classified in Bristol.

Full league table →

The class of 2013

32%

of the 3,006 companies in this sector incorporated in 2013 are still active today; 65% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.