Oculus Wealth Management (Surrey) Limited
- Company number
- 11497392
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 2 Aug 2018
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- 7im Holdings Limited (16 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| PROCTOR, Dean Michael | Director | 30 Jun 2025 | |
| INDIGO CORPORATE SECRETARY LIMITED | Corporate-Secretary | 30 Jun 2025 | |
| WALKER, Duncan Richard | Director | 30 Jun 2025 | |
| WARREN, Philip Simon | Director | 19 Sep 2018 | 24 Feb 2026 |
| DAUNTER, Mark Che | Director | 30 Oct 2019 | 31 Jul 2021 |
| READ, Henry Duncan | Director | 2 Aug 2018 | 27 Nov 2018 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Navigate Wealth Management Limited | Ownership Of Shares 75 To 100 Percent | 27 Nov 2018 | |
| Mr Henry Duncan Read | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
2 Aug 2018 | 27 Nov 2018 |
Accounts
| Year ended | Net assets | Employees |
|---|---|---|
| 29 Jun 2025 | - | - |
| 31 Dec 2023 | £83,165 | 5 |
| 31 Dec 2022 | £60,262 | 5 |
| 31 Dec 2021 | £82,880 | 5 |
| 31 Dec 2020 | £48,002 | 3 |
| 31 Dec 2019 | -£13,267 | 3 |
Connections
Owned by
Oculus Wealth Management (Surrey) Limited → Navigate Capital Management Limited → Partners Wealth Management Solutions Limited → 7im Holdings Limited
Directors’ other companies
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Aperidata Ltd
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Event Payment Services Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Black Lion Wealth Management Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Salad Finance Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Salad Cl Lending Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Salad Cb Lending Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Salad F4a Lending Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Obworks Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Technical Direct (UK) Limited
- INDIGO CORPORATE SECRETARY LIMITED - Corporate-Secretary at Opal Loans Limited
Companies at the same address
- 7im Holdings Limited (04092911)
- 7im Investment And Retirement Solutions Limited (10902511)
- 7im Limited (11054184)
- 7im Services Limited (17374665)
- 7im Trustees Limited (10902026)
- Acumen Investment Solutions Limited (10226280)
- Acumensa Limited (06456258)
- Amicus Wealth Limited (08861673)
- Amicus Wealth Management Limited (12157032)
- Analysis Group Ltd (10629120)