Oculus Wealth Management (Oxfordshire) Limited

Reference number: 817221

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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 (Oxfordshire) Limited (FRN 817221) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Oxfordshire)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oculus Wealth Management (Oxfordshire), 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.

In the full report: 3 background checks

  • When oculuswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07900 317505 is
  • Who else gives the postcode OX17 2LX
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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
11507262
Company status
Active
Company type
Private limited company
Incorporated
8 August 2018 (8 years old)
Registered office
1 Royal Oak Lane, Middleton Cheney, Banbury, OX17 2LX, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Leah Christine Howard Director Jun 1965 8 Aug 2018 1 other company
Stephen Royston Howard Director Mar 1960 8 Aug 2018 2 other companies

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
run together
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
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£18.0k

+35% from £13.3k

Employees (average)

2

Same as 2

Owed within a year

£9,789

+16% from £8,446

Net assets

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 11507262. 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 (Oxfordshire)’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2018

24 August 2018

  • Became an appointed representative

FCA register

8 August 2018

  • Incorporated at Companies House
  • Leah Christine Howard became a part-owner (25–50% of shares)
  • Stephen Royston Howard became a part-owner (25–50% of shares)

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 (Oxfordshire)

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

In Banbury

Allen & Schofield Financial ConsultantsBanburyAppointed representativeDolphin Capital LLPBanburyAppointed representativeKytson Mortgages & Finance LimitedBanburyAppointed representativeLloyd Clarke LtdBanburyAppointed representativeMcArthur-White Wealth ManagementBanburyAppointed representativeCameron Trinity LimitedBanburyAuthorised

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 (Oxfordshire)

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
  • 3 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 (Oxfordshire) Limited FCA authorised?
Oculus Wealth Management (Oxfordshire) Limited (FRN 817221) 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 (Oxfordshire)?
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 (Oxfordshire) Limited (FRN 817221) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Oxfordshire)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Oxfordshire), 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 (Oxfordshire)’s phone number and website?
The FCA register lists the phone number 07900 317505 and the website oculuswealth.co.uk for Oculus Wealth Management (Oxfordshire). If you were given different contact details, use these to check with the firm before going any further.
Is Oculus Wealth Management (Oxfordshire) a scam or clone?
Oculus Wealth Management (Oxfordshire) 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 (Oxfordshire)?
Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Oxfordshire)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oculus Wealth Management (Oxfordshire)?
Companies House lists 2 people with significant control of Oculus Wealth Management (Oxfordshire): Mr Stephen Royston Howard (25–50% of shares) and Mrs Leah Christine Howard (25–50% of shares).
Who runs Oculus Wealth Management (Oxfordshire)?
Companies House lists 2 directors of Oculus Wealth Management (Oxfordshire): Leah Christine Howard and Stephen Royston Howard.
How long has Oculus Wealth Management (Oxfordshire) been in business?
The company was formed on 8 August 2018.
What do Oculus Wealth Management (Oxfordshire)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £18.0k (+35% from £13.3k).
Does Oculus Wealth Management (Oxfordshire) use any other names?
It trades as Oculus Wealth Management.

Sources and links

The full report on Oculus Wealth Management (Oxfordshire) Limited

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