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 3 years
- Protected through the principal
- No FCA actions
- Active company since 2022
- Accounts filed up to 31 December 2025
- 1 thing worth a closer look in the background checks
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 (Chilterns) Limited (FRN 988281) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Chilterns)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Oculus Wealth Management (Chilterns), 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
Also given by 2 firms that are no longer authorised. Check you are dealing with the firm on this page.
-
Address
2 Grove Park Court, Harrogate, North Yorkshire, HG1 4DP, United Kingdom
In the full report: 2 background checks, 1 thing worth a closer look
- What kind of line 01423 369362 is, and the 43 other firms that give it
- Whether HG1 4DP is a shared office: 37 other firms give it
Other names (2)
If you were contacted under any of these names, it is this firm.
- Oculus Wealth Management Trading name: A name it trades under now.
- Oculus Wealth Management (Essex) Limited Former name: A name it was registered under before.
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 number
- 14537770 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 December 2022 (3 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 |
|---|---|---|---|---|
| Andrew Philip Thompson | Director | Jul 1976 | 28 Sep 2023 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Net assets
£112k
+55% from £72.1k
Employees (average)
3
+50% from 2
Owed within a year
£41.8k
+5.8% from £39.5k
Assets and liabilities
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 14537770. 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 (Chilterns)’s history from the FCA register and Companies House, newest first.
2023
28 September 2023
- Andrew Philip Thompson became a part-owner (25–50% of shares)
- Henry Duncan Read gave up control
- Samantha Jane Thompson became a part-owner (25–50% of shares)
Companies House
3 February 2023
- Changed its registered name from "Oculus Wealth Management (Essex) Limited"
FCA register
2022
13 December 2022
- Incorporated at Companies House
- Henry Duncan Read took control (75–100% of shares)
Companies House
5 December 2022
- Became an appointed representative
FCA register
In the full report: all 11 events
- All 11 events in its history (7 shown here)
- Every director appointment and resignation: 3
Firms connected to Oculus Wealth Management (Chilterns)
Other FCA-listed firms that share a director, phone number or address with Oculus Wealth Management (Chilterns). A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 12
- share its phone number
- 12
- share its postcode
- 12
In the full report: all 12 connected firms, named
- How each is linked: the same phone number (12), the same postcode (12)
- Who links each one: the named directors, with dates
Firms like Oculus Wealth Management (Chilterns)
Other firms of the same type (financial adviser), nearest first.
In Harrogate
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 (Chilterns)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details, 1 flagged
- All 11 events in its history
- 12 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Oculus Wealth Management (Chilterns) Limited FCA authorised?
What does appointed representative mean for Oculus Wealth Management (Chilterns)?
What is Oculus Wealth Management (Chilterns)’s phone number?
Is Oculus Wealth Management (Chilterns) a scam or clone?
Is my money safe with Oculus Wealth Management (Chilterns)?
Who owns Oculus Wealth Management (Chilterns)?
Who runs Oculus Wealth Management (Chilterns)?
How long has Oculus Wealth Management (Chilterns) been in business?
What do Oculus Wealth Management (Chilterns)’s latest accounts show?
Does Oculus Wealth Management (Chilterns) use any other names?
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