OCULUS WEALTH MANAGEMENT (NORTH DORSET) LIMITED

Accounts Submitted

Confirmation Statement Submitted 5 Jul 2025

Net assets £83.85K

Total assets £118.23K

Total Liabilities £34.38K

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

Begbies Traynor, Town Wall House Balkerne Hill Colchester Essex CO3 3AD

Office (Swindon)

Callands, Swindon SN5 4HF

Office (Leeds)

Bridge House, Main Street, Leeds. LS17 0AY

Telephone

0128 448 8250

info@oculuswealth.co.uk

Website

oculuswealth.co.uk

Credit Report

Discover OCULUS WEALTH MANAGEMENT (NORTH DORSET) LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2023

Type Total Exemption Full

Next accounts 31 December 2024

Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2023–2023)

Cash in Bank

N/A

Net Assets

£83.85k

Total Liabilities

£34.38k

Turnover

N/A

Employees

Debt Ratio

29%

Financial History

Revenue, profit, EBITDA and key financial figures

	2023 Dec Year End
P&L
Revenue	£142.3M
Gross Profit	£48.2M
Operating Profit	£22.4M
Net Profit	£18.1M
EBITDA	£31.5M
Assets
Cash	£24.7M
Total Assets	£89.4M
Liabilities
Total Liabilities	£45.2M
Key Metrics
Employees	1,247

Latest Revenue

£142.3M

Latest EBITDA

£31.5M

Cash Position

£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

1 active 3 resigned

Show resigned officers

						Status
Edward Dymott	Director	British	United Kingdom	47	1 Sept 2025	Active

Shareholders

Shareholders (5)


Stephanie Waterfall	0.0%	Ordinary C	5 Jul 2025
Stephanie Waterfall	0.0%	Ordinary A	5 Jul 2025
Robert Waterfall	0.0%	Ordinary B	5 Jul 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 3 Ceased

Benchmark Financial Planning Limited

United Kingdom

Active

Notified 21 Oct 2024

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Robert James Waterfall

Ceased 21 Oct 2024

Ceased

Henry Duncan Read

Ceased 16 Sept 2020

Ceased

Stephanie Kate Waterfall

Ceased 21 Oct 2024

Ceased

See All Controllers

Group Structure

BENCHMARK FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

BENCHMARK CAPITAL LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

SCHRODER ADMINISTRATION LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

SCHRODERS PLC united kingdom

OCULUS WEALTH MANAGEMENT (NORTH DORSET) LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
9 Oct 2025	Insolvency	Liquidation Voluntary Appointment Of Liquidator	View(3 pages)
9 Oct 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(3 pages)
9 Oct 2025	Insolvency	Liquidation Voluntary Declaration Of Solvency	View(5 pages)
9 Oct 2025	Resolution	Resolutions	View(1 page)
3 Sept 2025	Officers	Termination of Robert James Waterfall as director on 2025-09-03	View(1 page)