Oculus Wealth Management (Cotswolds) Limited

Reference number: 715603

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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 (Cotswolds) Limited (FRN 715603) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Cotswolds)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oculus Wealth Management (Cotswolds), 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

    01452 835783

  • Address

    North Warehouse, Gloucester Docks, Gloucester, Gloucestershire, GL1 2EP, United Kingdom

In the full report: 2 background checks

  • What kind of line 01452 835783 is
  • Who else gives the postcode GL1 2EP
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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 number
09747788
Company status
Active
Company type
Private limited company
Incorporated
25 August 2015 (11 years old)
Registered office
North Warehouse, Gloucester Docks, Gloucester, GL1 2EP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Michael Fitz Director Jun 1963 25 Aug 2015 1 other company
Jeremy Clark Goodman Director Feb 1963 25 Aug 2015 1 other company

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
2
closed down
1
still active
1

In the full report: all 2 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
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£89.8k

+20% from £75.1k

Employees (average)

3

Same as 3

Owed within a year

£108k

+21% from £89.2k

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
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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 09747788. 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 (Cotswolds)’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2016

6 April 2016

  • Andrew Michael Fitz became a part-owner (25–50% of shares)
  • Jeremy Clark Goodman became a part-owner (25–50% of shares)

Companies House

2015

1 September 2015

  • Became an appointed representative

FCA register

25 August 2015

  • Incorporated at Companies House

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Oculus Wealth Management (Cotswolds)

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

In Gloucester

Andrew ShawGloucesterAppointed representativeBlackfriars Wealth Management LtdGloucesterAppointed representativeCornell Services LtdGloucesterAppointed representativeCornell Solutions LimitedGloucesterAppointed representativeDallas & Co LtdGloucesterAppointed representativeDavid Johnson Financial Planning LtdGloucesterAppointed 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 (Cotswolds)

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

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Oculus Wealth Management (Cotswolds) Limited FCA authorised?
Oculus Wealth Management (Cotswolds) Limited (FRN 715603) 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 (Cotswolds)?
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 (Cotswolds) Limited (FRN 715603) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Cotswolds)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Cotswolds), 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 (Cotswolds)’s phone number?
The FCA register lists the phone number 01452 835783 for Oculus Wealth Management (Cotswolds). If you were given different contact details, use these to check with the firm before going any further.
Is Oculus Wealth Management (Cotswolds) a scam or clone?
Oculus Wealth Management (Cotswolds) 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 (Cotswolds)?
Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Cotswolds)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oculus Wealth Management (Cotswolds)?
Companies House lists 2 people with significant control of Oculus Wealth Management (Cotswolds): Mr Andrew Michael Fitz (25–50% of shares) and Mr Jeremy Clark Goodman (25–50% of shares).
Who runs Oculus Wealth Management (Cotswolds)?
Companies House lists 2 directors of Oculus Wealth Management (Cotswolds): Andrew Michael Fitz and Jeremy Clark Goodman.
How long has Oculus Wealth Management (Cotswolds) been in business?
The company was formed on 25 August 2015.
What do Oculus Wealth Management (Cotswolds)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £89.8k (+20% from £75.1k).
Does Oculus Wealth Management (Cotswolds) use any other names?
It trades as Oculus Wealth Management.

Sources and links

The full report on Oculus Wealth Management (Cotswolds) Limited

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