Oculus Wealth Management (Minerva) Limited

Reference number: 1041470

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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 (Minerva) Limited (FRN 1041470) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Minerva)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oculus Wealth Management (Minerva), 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

    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: 2 background checks, 1 thing worth a closer look

  • 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 (3)

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

  • Minerva Financial Trading name
  • Oculus Wealth Management Trading name
  • Oculus Wealth Management (Richmond) Limited Former 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
16584370
Company status
Active
Company type
Private limited company
Incorporated
15 July 2025 (1 year 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
Christina Jane Rogers Director Nov 1971 26 Sep 2025 1 other company

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 company
1
still active
1

In the full report: all 1 company, 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
  • All 2 people who have ever been directors, with their dates
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Key dates in its history

Oculus Wealth Management (Minerva)’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2025

26 September 2025

  • Christina Jane Rogers took control (75–100% of shares)
  • Henry Duncan Read gave up control

Companies House

24 September 2025

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

FCA register

23 September 2025

  • Became an appointed representative

FCA register

15 July 2025

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

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Oculus Wealth Management (Minerva)

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

connected firms
12
share its phone number
12
share its postcode
12

In the full report: all 12 connected firms, named

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

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

In Harrogate

4Life Wealth Management LimitedHarrogateAppointed representativeAlastair CrackHarrogateAppointed representativeClaire HaydenHarrogateAppointed representativeCSM Financial LimitedHarrogateAppointed representativeGB Financial LimitedHarrogateAppointed representativeHallgarth Wealth Planning (Yorkshire) LtdHarrogateAppointed 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 (Minerva)

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details, 1 flagged
  • All 11 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 (Minerva) Limited FCA authorised?
Oculus Wealth Management (Minerva) Limited (FRN 1041470) 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 (Minerva)?
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 (Minerva) Limited (FRN 1041470) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Minerva)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Minerva), 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 (Minerva)’s phone number?
The FCA register lists the phone number 01423 369362 for Oculus Wealth Management (Minerva). 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 (Minerva) a scam or clone?
Oculus Wealth Management (Minerva) 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 (Minerva)?
Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Minerva)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oculus Wealth Management (Minerva)?
Companies House lists one person with significant control of Oculus Wealth Management (Minerva): Ms Christina Jane Rogers (75–100% of shares). Before that, it was controlled by Mr Henry Duncan Read.
Who runs Oculus Wealth Management (Minerva)?
Companies House lists one director of Oculus Wealth Management (Minerva): Christina Jane Rogers.
How long has Oculus Wealth Management (Minerva) been in business?
The company was formed on 15 July 2025.
Does Oculus Wealth Management (Minerva) use any other names?
It trades as Minerva Financial and Oculus Wealth Management. It has previously used the name Oculus Wealth Management (Richmond) Limited.

Sources and links

The full report on Oculus Wealth Management (Minerva) Limited

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