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.
- Appointed for 12 years
- Protected through the principal
- No FCA actions
- Active company since 2013
- Accounts filed up to 31 December 2025
Responsible principal firm
Oculus Wealth Management Limited Reference number: 605985 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 (Chelmsford) Ltd (FRN 622390) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Chelmsford)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Oculus Wealth Management (Chelmsford), 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.
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No website on the FCA register
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Phone number
-
Address
County House, 100 New London Road, Chelmsford, CM2 0RG, United Kingdom
In the full report: 2 background checks
- What kind of line 01425 254246 is
- Who else gives the postcode CM2 0RG
Other names (1)
If you were contacted under any of these names, it is this firm.
- Oculus Wealth Management Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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 (CHELMSFORD) LIMITED
- Company number
- 08798021 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 December 2013 (12 years old)
- Registered office
- 1st Floor, County House, 100 New London Road, Chelmsford, Essex, CM2 0RG, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Gary James Olds | Director | Jun 1963 | 2 Dec 2013 | 3 other companies |
| Matthew James Sand | Director | Jun 1970 | 2 Dec 2013 | 3 other companies |
Other companies run by these 2 directors
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 companies
- 3
- still active
- 3
- is FCA-registered
- 1
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 3 companies these 2 directors run together
Filed accounts and finances
Net assets
£151k
+20% from £126k
Employees (average)
2
Same as 2
Owed within a year
£119k
−5.8% from £127k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 08798021. 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 (Chelmsford)’s history from the FCA register and Companies House, newest first.
2026
19 January 2026
- Gary James Olds stopped being a part-owner
- Matthew James Sand stopped being the majority owner
- Oculus Wealth Management (Chelmsford) Holdings Limited took control (75–100% of shares)
Companies House
2016
6 April 2016
- Gary James Olds became a part-owner (25–50% of shares)
- Matthew James Sand became the majority owner (50–75% of shares)
Companies House
2014
29 April 2014
- Became an appointed representative
FCA register
2013
2 December 2013
- Incorporated at Companies House
Companies House
In the full report: all 10 events
- All 10 events in its history (7 shown here)
- Every director appointment and resignation: 2
Firms connected to Oculus Wealth Management (Chelmsford)
Other FCA-listed firms that share a director, phone number or address with Oculus Wealth Management (Chelmsford). A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 1
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (1), the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Oculus Wealth Management (Chelmsford)
Other firms of the same type (financial adviser), nearest first.
In Chelmsford
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 (Chelmsford)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 10 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk