Oculus Wealth Management (Hampshire) Limited: FCA regulated?

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 2021
Accounts filed up to 31 December 2025

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 (Hampshire) Limited (FRN 999807) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Hampshire)'s services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Oculus Wealth Management (Hampshire), 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

07425 990905
Address

Oculus Wealth Godalming Ltd, 11 Wharf Street, Godalming, Surrey, GU7 1NN, United Kingdom

In the full report: 2 background checks

What kind of line 07425 990905 is
Who else gives the postcode GU7 1NN

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 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: 13520132 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 20 July 2021 (5 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
Mark Che Daunter	Director	Jan 1972	20 Jul 2021	2 other companies

Other companies run by its director

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 its director sits on each board, and since when
Any that went into liquidation or administration

Filed accounts and finances

5 months to 31 December 2025Micro-entity accountsNot audited

Net assets

£76.2k

+19% from £64.2k

Employees (average)

2

Same as 2

Owed within a year

£69.5k

+27% from £54.5k

Assets and liabilities

In the full report: all 5 years of accounts

Every year from 2022 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 13520132. 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 (Hampshire)’s history from the FCA register and Companies House, newest first.

2023

17 July 2023

Became an appointed representative
Began trading as "Oculus Wealth Management"

FCA register

2021

20 July 2021

Incorporated at Companies House
Kerrie Louise Daunter became a part-owner (25–50% of shares)
Mark Che Daunter became the majority owner (50–75% of shares)
Mark Che Daunter appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Oculus Wealth Management (Hampshire)

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

connected firm: 1
no longer authorised: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Oculus Wealth Management (Hampshire)

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

In Godalming

Eloise Mackenzie Law LimitedGodalmingAppointed representative Kevin GatlandGodalmingAppointed representative Richard ConwayGodalmingAppointed representative Warwick BaileyGodalmingAppointed representative Dentons Investment Services LimitedGodalmingAuthorised Medical Investment & Advisory Services LLPGodalmingAuthorised

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 (Hampshire)

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
5 years of accounts, charted
All 6 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Oculus Wealth Management (Hampshire) Limited FCA authorised?

Oculus Wealth Management (Hampshire) Limited (FRN 999807) 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 (Hampshire)?

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 (Hampshire) Limited (FRN 999807) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Hampshire)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Hampshire), 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 (Hampshire)’s phone number?

The FCA register lists the phone number 07425 990905 for Oculus Wealth Management (Hampshire). If you were given different contact details, use these to check with the firm before going any further.

Is Oculus Wealth Management (Hampshire) a scam or clone?

Oculus Wealth Management (Hampshire) 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 (Hampshire)?

Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Hampshire)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Oculus Wealth Management (Hampshire)?

Companies House lists 2 people with significant control of Oculus Wealth Management (Hampshire): Mr Mark Che Daunter (50–75% of shares) and Mrs Kerrie Louise Daunter (25–50% of shares).

Who runs Oculus Wealth Management (Hampshire)?

Companies House lists one director of Oculus Wealth Management (Hampshire): Mark Che Daunter.

How long has Oculus Wealth Management (Hampshire) been in business?

The company was formed on 20 July 2021.

What do Oculus Wealth Management (Hampshire)’s latest accounts show?

Its latest accounts, to 31 December 2025, show net assets of £76.2k (+19% from £64.2k).

Does Oculus Wealth Management (Hampshire) use any other names?

It trades as Oculus Wealth Management.