Oculus Wealth Management Limited

Reference number: 605985

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

  • Website

    oculuswealth.co.uk

  • Phone number

    01423 369362

    Also given by 2 firms that are no longer authorised. Check you are dealing with the firm on this page.

  • Address

    Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, North Yorkshire, HG1 4DP, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

  • When oculuswealth.co.uk first appeared online, and whether it can receive email
  • 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
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Other names (1)

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

  • Allens Private Client Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

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
08589641
Company status
Active
Company type
Private limited company
Incorporated
28 June 2013 (13 years old)
Registered office
Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, RH12 4QP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Hugh Phillips-Baker Director Sep 1976 8 Jan 2015 5 other companies
Edward Dymott Director Jan 1979 17 Jun 2025 33 other companies
Helen Louise Fitzgerald Director Jun 1981 17 Jun 2025 41 other companies
Karan Jitendra Sejpal Director Apr 1980 12 Jun 2026 8 other companies

Other companies run by these 4 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
60
closed down
16
went insolvent
7

In the full report: all 60 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The 7 that went into liquidation or administration
  • The 16 on the FCA register, including one no longer authorised
  • The 22 companies these 4 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2022Full accountsAudited

Net assets

£804k

+61% from £499k

Cash at bank

£1.21m

+20% from £1.01m

Employees (average)

0

Same as 0

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2019 to 2022
  • 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.

Accounts filed at Companies House for company 08589641. 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’s history from the FCA register and Companies House, newest first.

Key events (8) All events (24)

2020

14 May 2020

  • Henry Duncan Read no longer holds 25–50% of the votes
  • Oculus (Holdings) Limited took control (75–100% of shares)
  • Peter Douglas Mutch gave up control

Companies House

2016

6 April 2016

  • Henry Duncan Read gained 25–50% of the votes
  • Peter Douglas Mutch took control (75–100% of shares)

Companies House

2014

2 January 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2013

28 June 2013

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (8 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Oculus Wealth Management

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

connected firms
12
share a director
12
share its phone number
1

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Oculus Wealth Management

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

In Harrogate

Aries Wealth Management LimitedHarrogateAuthorisedAssured Financial Planning LimitedHarrogateAuthorisedBudge and Company LimitedHarrogateAuthorisedCGR Wealth Management LtdHarrogateAuthorisedCompletely Financial Services LimitedHarrogateAuthorisedCooper Park Wealth Management LimitedHarrogateAuthorised

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

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

  • 60 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 4 years of accounts, charted
  • All 24 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 Limited FCA authorised?
Yes, Oculus Wealth Management Limited (FRN 605985) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Oculus Wealth Management’s phone number and website?
The FCA register lists the phone number 01423 369362 and the website oculuswealth.co.uk for Oculus Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 43 other FCA firms, 2 of which are no longer authorised.
Is Oculus Wealth Management a scam or clone?
Oculus Wealth Management 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?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Oculus Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Oculus Wealth Management?
Oculus Wealth Management is owned by Oculus (Holdings) Limited, which holds 75–100% of shares, since 14 May 2020. Before that, it was controlled by Mr Peter Douglas Mutch and Mr Henry Duncan Read.
Who runs Oculus Wealth Management?
Companies House lists 4 directors of Oculus Wealth Management: Hugh Phillips-Baker, Edward Dymott, Helen Louise Fitzgerald and Karan Jitendra Sejpal.
How long has Oculus Wealth Management been in business?
The company was formed on 28 June 2013, and has held its current FCA authorisation since January 2014.
What do Oculus Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2022, show net assets of £804k (+61% from £499k) and cash at bank of £1.21m (+20% from £1.01m).
Does Oculus Wealth Management use any other names?
It has previously used the name Allens Private Client.

Sources and links

The full report on Oculus Wealth Management Limited

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