Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 22 September 2027
- Last conf. stmt
- 8 September 2026
Oculus Wealth Management (Surrey) Limited
- Incorporated
- 2 August 2018 (8 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Audit exemption subsidiary
- Region
- Greater London
- Address
- 1 Angel CourtLondonEC2R 7HJ
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 30 June 2025
British
Born August 1971 (55)
Director · Appointed 30 June 2025
British
Born October 1969 (57)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 November 2018
Owns 75–100% of shares
Limited Company
Reg. no. 11330691
Former controllers (1)
27 November 2018
Ceased Henry Duncan Read — Owns 75–100% of shares
Group structure 17 companies
Ownership group derived from the Companies House PSC register
7IM Investment and Retirement Solutions Limited Owns 75–100% of shares
CPN Financial Services Limited Owns 75–100% of shares
Acumensa Limited Owns 75–100% of shares
CPN Private Wealth Limited Owns 75–100% of shares
7IM Services Limited Owns 75–100% of shares
Amicus Wealth Limited Owns 75–100% of shares
Partners Wealth Management LLP Holds 75–100% of voting rights
Partners Wealth Management Solutions Limited Owns 75–100% of shares
Johnston Carmichael Wealth Limited Owns 75–100% of shares
Navigate Capital Management Limited Owns 75–100% of shares
Oculus Wealth Management (Surrey) Limited This company Owns 75–100% of shares
Rockhold Holdco Limited Owns 75–100% of shares
Rockhold Asset Management Limited Owns 75–100% of shares
Seven Investment Management LLP Holds 75–100% of voting rights
7IM Limited Owns 75–100% of shares
7IM Trustees Limited Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £83,165
- Employees
- 6
- Debt Ratio
- 27%
- Current Ratio
- 1.3x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £10,003 | £8,099 | £11,746 | £8,368 | (£7,252) |
| Current Assets | £104,594 | £81,165 | £153,305 | £92,398 | (£31,339) |
| Creditors (< 1 year) | £78,022 | £66,642 | £107,512 | £77,631 | £90,673 |
| Creditors (> 1 year) | £17,365 | £27,463 | £37,271 | £46,068 | |
| Net Current Assets | £121,648 | £105,203 | £135,773 | £90,393 | (£9,259) |
| Net Assets | £83,165 | £60,262 | £82,880 | £48,002 | (£13,267) |
| Shareholder Funds | £83,165 | £60,262 | £82,880 | £48,002 | (£13,267) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 October 2026 | Other filing | |||
| 16 October 2026 | Other filing | |||
| 16 October 2026 | Accounts filing | |||
| 16 October 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 11 September 2026 | Confirmation statement with no updates | 8 September 2026 |
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