No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 10 June 2020.
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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Last known phone number
07552 352000
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Last known address
7 The Laurels, Queenborough Lane, Braintree, CM77 7QD, United Kingdom
In the full report: 2 background checks
- What kind of line 07552 352000 is
- Who else gives the postcode CM77 7QD
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.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 12614374 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 20 May 2020 (6 years old)
- Registered office
- 2 Grove Park Court, Harrogate, HG1 4DP, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Kevin Mark Woodward | Director | Sep 1962 | 11 Aug 2020 | 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
£438k
+18% from £372k
Employees (average)
2
Same as 2
Owed within a year
£121k
+193% from £41.4k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 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 12614374. 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 (City)’s history from the FCA register and Companies House, newest first.
2020
11 August 2020
- Henry Duncan Read gave up control
- Kevin Mark Woodward became the majority owner (50–75% of shares)
- Lisa Ferrari-Woodward became a part-owner (25–50% of shares)
Companies House
10 June 2020
- Stopped being an appointed representative
FCA register
20 May 2020
- Incorporated at Companies House
- Henry Duncan Read took control (75–100% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms like Oculus Wealth Management (City)
Other firms of the same type (financial adviser), nearest first.
In Braintree
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 (City)
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
- 6 years of accounts, charted
- All 10 events in its history
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Frequently asked questions about this firm
Is Oculus Wealth Management (City) Limited FCA authorised?
Is Oculus Wealth Management (City) a scam or clone?
Is my money safe with Oculus Wealth Management (City)?
Who owns Oculus Wealth Management (City)?
Who runs Oculus Wealth Management (City)?
How long has Oculus Wealth Management (City) been in business?
What do Oculus Wealth Management (City)’s latest accounts show?
Does Oculus Wealth Management (City) use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk