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 under a year
- Protected through the principal
- No FCA actions
- Active company since 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
Oculus Wealth Management Limited Reference number: 605985 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 (Phronesis) Limited (FRN 1044644) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Phronesis)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Oculus Wealth Management (Phronesis), 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.
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No website on the FCA register
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Phone number
Also given by 2 firms that are no longer authorised. Check you are dealing with the firm on this page.
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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
Other names (1)
If you were contacted under any of these names, it is this firm.
- Phronesis Wealth Management Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 16792286 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 October 2025 (1 year old)
- Registered office
- 2 Grove Park Court, Harrogate, HG1 4DP, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Michael Andrew O'Brien | Director | Mar 1977 | 7 Jan 2026 | 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
- still active
- 2
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
- All 2 people who have ever been directors, with their dates
Key dates in its history
Oculus Wealth Management (Phronesis)’s history from the FCA register and Companies House, newest first.
2026
14 April 2026
- Mfo Legacy Holdings Ltd took control (75–100% of shares)
- Michael Andrew O'Brien gave up control
Companies House
2025
24 November 2025
- Became an appointed representative
FCA register
17 October 2025
- Incorporated at Companies House
- Michael Andrew O'Brien took control (75–100% of shares)
Companies House
In the full report: all 9 events
- All 9 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms connected to Oculus Wealth Management (Phronesis)
Other FCA-listed firms that share a director, phone number or address with Oculus Wealth Management (Phronesis). 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
Firms like Oculus Wealth Management (Phronesis)
Other firms of the same type (financial adviser), nearest first.
In Harrogate
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 (Phronesis)
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, 1 flagged
- All 9 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 (Phronesis) Limited FCA authorised?
What does appointed representative mean for Oculus Wealth Management (Phronesis)?
What is Oculus Wealth Management (Phronesis)’s phone number?
Is Oculus Wealth Management (Phronesis) a scam or clone?
Is my money safe with Oculus Wealth Management (Phronesis)?
Who owns Oculus Wealth Management (Phronesis)?
Who runs Oculus Wealth Management (Phronesis)?
How long has Oculus Wealth Management (Phronesis) been in business?
Does Oculus Wealth Management (Phronesis) use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk