Oculus Wealth Management (Birmingham) Ltd

Reference number: 963466

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Oculus Wealth Management Limited Reference number: 605985 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Oculus Wealth Management (Birmingham) Ltd (FRN 963466) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Birmingham)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oculus Wealth Management (Birmingham), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07464 632275

  • Address

    5 Melbourne Gardens, Walsall, WS5 3NY, United Kingdom

In the full report: 2 background checks

  • What kind of line 07464 632275 is
  • Who else gives the postcode WS5 3NY
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Oculus Wealth Management Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Oculus Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
OCULUS WEALTH MANAGEMENT (BIRMINGHAM) LIMITED
Company number
13561195
Company status
Active
Company type
Private limited company
Incorporated
11 August 2021 (5 years old)
Registered office
2 Grove Park Court, Harrogate, HG1 4DP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Andrew Knott Director Nov 1962 15 Oct 2021 1 other company

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£55.2k

−19% from £67.8k

Employees (average)

2

Same as 2

Owed within a year

£33.8k

+32% from £25.6k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13561195. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Oculus Wealth Management (Birmingham)’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2021

5 November 2021

  • Became an appointed representative

FCA register

15 October 2021

  • Henry Duncan Read gave up control
  • Michael Andrew Knott took control (75–100% of shares)

Companies House

11 August 2021

  • Incorporated at Companies House
  • Henry Duncan Read took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Oculus Wealth Management (Birmingham)

Other firms of the same type (financial adviser), nearest first.

In Walsall

Cash Money LimitedWalsallAppointed representativeCJP Financial Planning LtdWalsallAppointed representativeIlirjan SulaWalsallAppointed representativeInderjit Singh BachraWalsallAppointed representativeKeith SylvesterWalsallAppointed representativeLisa Lee Wealth Management LimitedWalsallAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Oculus Wealth Management (Birmingham)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Oculus Wealth Management (Birmingham) Ltd FCA authorised?
Oculus Wealth Management (Birmingham) Ltd (FRN 963466) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Oculus Wealth Management (Birmingham)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Oculus Wealth Management (Birmingham) Ltd (FRN 963466) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Birmingham)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Birmingham), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Oculus Wealth Management (Birmingham)’s phone number?
The FCA register lists the phone number 07464 632275 for Oculus Wealth Management (Birmingham). If you were given different contact details, use these to check with the firm before going any further.
Is Oculus Wealth Management (Birmingham) a scam or clone?
Oculus Wealth Management (Birmingham) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Oculus Wealth Management (Birmingham)?
Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Birmingham)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oculus Wealth Management (Birmingham)?
Companies House lists one person with significant control of Oculus Wealth Management (Birmingham): Mr Michael Andrew Knott (75–100% of shares). Before that, it was controlled by Mr Henry Duncan Read.
Who runs Oculus Wealth Management (Birmingham)?
Companies House lists one director of Oculus Wealth Management (Birmingham): Michael Andrew Knott.
How long has Oculus Wealth Management (Birmingham) been in business?
The company was formed on 11 August 2021.
What do Oculus Wealth Management (Birmingham)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £55.2k (−19% from £67.8k).
Does Oculus Wealth Management (Birmingham) use any other names?
It trades as Oculus Wealth Management.

Sources and links

The full report on Oculus Wealth Management (Birmingham) Ltd

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