Ocm Wealth Management Limited

Active05039809 Private limited company
Incorporated
10 February 2004 (22 years)
Industry
Financial intermediation not elsewhere classified (64999)
Directors
Jason Anthony Andrew Stather Lodge
Accounts type
Small
Region
East Midlands
Address
St Clair House
Old Bedford Road
Northampton
NN4 7AA

Filing status

Accounts due
31 January 2028
Last accounts
30 April 2026
Conf. stmt due
5 September 2027
Last conf. stmt
22 August 2026

Charges

Total
4
Outstanding
1
Part satisfied
0
Satisfied
3

Officers 3 active

Officer details are public data from the Companies House register.

Lodge, Charlotte Louise
Secretary · Appointed 30 September 2026
Director · Appointed 3 April 2025
British
Born June 1999 (27)
Stather Lodge, Jason Anthony Andrew
Director · Appointed 10 February 2004
British
Born July 1971 (55)
Officer history (7 former)
30 September 2026
Resigned Stather Lodge, Margaret Louise as Secretary
30 September 2026
Resigned Stather Lodge, Margaret Louise as Director
30 September 2026
Appointed Lodge, Charlotte Louise as Secretary
16 April 2026
Resigned Case, Richard John as Director
3 April 2025
Appointed Lodge, Charlotte Louise as Director
24 August 2020
Resigned Case, Brigitta Elizabeth, Dr as Director
20 August 2014
Resigned Mcweeney, Louise Claire as Director
29 January 2013
Appointed Case, Richard John as Director
29 January 2013
Appointed Case, Brigitta Elizabeth, Dr as Director
31 January 2011
Appointed Mcweeney, Louise Claire as Director
10 February 2004
Appointed Bristol Legal Services Limited as Corporate Secretary
10 February 2004
Resigned Bristol Legal Services Limited as Corporate Secretary
10 February 2004
Appointed Bourse Nominees Limited as Corporate Director
10 February 2004
Resigned Bourse Nominees Limited as Corporate Director
10 February 2004
Appointed Stather Lodge, Margaret Louise as Director
10 February 2004
Appointed Stather Lodge, Margaret Louise as Secretary
10 February 2004
Appointed Stather Lodge, Jason Anthony Andrew as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 24 August 2020
Owns 75–100% of shares
Limited Company
Reg. no. 12618491
Former controllers (2)
24 August 2020
Ceased Jason Anthony Andrew Stather-Lodge — Owns 25–50% of shares
24 August 2020
Ceased Margaret Louise Stather-Lodge — Owns 25–50% of shares

Group structure 5 companies

Ownership group derived from the Companies House PSC register

McDevitt Consulting Limited Owns 75–100% of shares
Ocm Employee Benefits Limited Owns 25–50% of shares
Ocm Wealth Management Limited This company Owns 75–100% of shares
Ocm CR Wealth Management Limited Owns 25–50% of shares

Financials

Balance sheet as at 30 April 2026 · small accounts

Net Assets
£894,176
Cash
£128,964
Profit
£538,603
Employees
43
Debt Ratio
44%
Current Ratio
2.4x
Return on Equity
60%

Trend

Net Assets
£0 £500k £1.0M £1.5M 2020 2021 2022 2023 2024 2025 2026 £1,399,863 £665,283 £684,327 £531,090 £743,838 £870,573 £894,176
Balance sheet detail
2026202520242023202220212020
Fixed Assets£302,411£334,441£267,458£317,426£348,041£44,898£56,104
Current Assets£1,290,971£1,240,505£1,429,806£1,205,824£1,741,894£1,945,228£1,657,767
Debtors£321,808£637,191
Cash£128,964£165,945£206,217£162,405£118,563£598,423£259,499
Creditors (< 1 year)£533,642£621,222£589,993£578,630£567,558£337,439£243,490
Creditors (> 1 year)£150,000£69,666£349,560£631,000£1,002,589£1,100,000
Net Current Assets£757,329£619,283£839,813£906,732£1,382,758£1,744,886£1,484,856
Net Assets£894,176£870,573£743,838£531,090£684,327£665,283£1,399,863
Shareholder Funds£894,176£870,573£743,838£531,090£684,327£665,283£1,399,863

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
15 September 2026Statement of capital
26 August 2026Confirmation statement with updates22 August 2026

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