Oculus Wealth Management (Godalming) Limited

Reference number: 988146

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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 2 December 2022.

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

  • Last known phone number

    01423 369362

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Last known address

    11 Wharf Street, Godalming, Surrey, GU7 1NN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01423 369362 is, and the 43 other firms that give it
  • Who else gives the postcode GU7 1NN
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Other names (2)

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

  • Oculus Wealth Management Trading name
  • Oculus Wealth Management (Bristol) Limited Former name

Past FCA permissions and consumer protection

  • The record is closed
    Cover 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
14538276
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
Tristan James Scrivens Director Mar 1982 14 Feb 2023 None
INDIGO CORPORATE SECRETARY LIMITED Corporate secretary Not published 30 Jan 2026 –

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
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Filed accounts and finances

Year to 31 December 2024Micro-entity accountsNot audited

Net assets

£335k

+196% from £113k

Employees (average)

4

Same as 4

Owed within a year

£81.5k

+79% from £45.6k

Net assets

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 14538276. 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 (Godalming)’s history from the FCA register and Companies House, newest first.

Key events (8) All events (14)

2026

30 January 2026

  • Lwm Ar Holdco Limited took control (75–100% of shares)
  • Tristan James Scrivens gave up control

Companies House

2023

3 February 2023

  • Changed its registered name from "Oculus Wealth Management (Bristol) Limited"

FCA register

31 January 2023

  • Henry Duncan Read gave up control
  • Tristan James Scrivens took control (75–100% of shares)

Companies House

2022

13 December 2022

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

Companies House

2 December 2022

  • Stopped being an appointed representative

FCA register

In the full report: all 14 events

  • All 14 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Oculus Wealth Management (Godalming)

Other FCA-listed firms that share a director, phone number or address with Oculus Wealth Management (Godalming). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share its phone number
12

In the full report: all 12 connected firms, named

  • How each is linked: the same phone number (12)
  • Who links each one: the named directors, with dates
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Firms like Oculus Wealth Management (Godalming)

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

In Godalming

Dentons Investment Services LimitedGodalmingAuthorisedMedical Investment & Advisory Services LLPGodalmingAuthorisedEloise Mackenzie Law LimitedGodalmingAppointed representativeKevin GatlandGodalmingAppointed representativeOculus Wealth Management (Hampshire) LimitedGodalmingAppointed representativeRichard ConwayGodalmingAppointed 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 (Godalming)

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
  • All 14 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Oculus Wealth Management (Godalming) Limited FCA authorised?
No. Oculus Wealth Management (Godalming) Limited (FRN 988146) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is Oculus Wealth Management (Godalming) a scam or clone?
Oculus Wealth Management (Godalming) is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
Is my money safe with Oculus Wealth Management (Godalming)?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Oculus Wealth Management (Godalming) has no cover, because it is no longer permitted to carry it out.
Who owns Oculus Wealth Management (Godalming)?
Oculus Wealth Management (Godalming) is owned by Lwm Ar Holdco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 January 2026. Before that, it was controlled by Mr Henry Duncan Read and Mr Tristan James Scrivens.
Who runs Oculus Wealth Management (Godalming)?
Companies House lists one director of Oculus Wealth Management (Godalming): Tristan James Scrivens.
How long has Oculus Wealth Management (Godalming) been in business?
The company was formed on 13 December 2022.
What do Oculus Wealth Management (Godalming)’s latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £335k (+196% from £113k).
Does Oculus Wealth Management (Godalming) use any other names?
It trades as Oculus Wealth Management. It has previously used the name Oculus Wealth Management (Bristol) Limited.

Sources and links

The full report on Oculus Wealth Management (Godalming) Limited

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