OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED Financials
- Company number
- 12840626Copy
Copy
- Registered office
- 2 Grove Park Court, Harrogate HG1 4DP
- Incorporated
- 27/08/2020
Company snapshot
- Status
- Active
- Employees
- 6 (2023)
- Latest financial data
- 2023
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2023.
Net Assets
2022: £20.19K
Total Assets
2022: £46.38K
Total Liabilities
2022: £26.20K
Employees
2022: 5
In 2023, OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED reported net assets of £23.35K. The same filing shows total assets of £41.04K and total liabilities of £17.69K. Reported headcount was 6 in 2023. Total Liabilities fell from £26.20K in 2022 to £17.69K in 2023 (-32.46%). Okredo holds filed figures for 2021–2023; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
Year-on-year change
Net Assets as filed for 2021–2023. Every figure in this chart is also in the financial history table.
3-year financial trend (2021–2023)
How the figures OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED filed moved across the three reported years 2021, 2022 and 2023 — measured end to end rather than year on year.
Net Assets
+7540% a year compound (CAGR)
Total Assets
+40.5% a year compound (CAGR)
Total Liabilities
-7.7% a year compound (CAGR)
Employees
Biggest increase
Net Assets+583550%
£4.00 in 2021 to £23.35K in 2023
Biggest decrease
Total Liabilities-14.8%
£20.77K in 2021 to £17.69K in 2023
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED's filings pull in both directions between 2021 and 2023. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 56.89%2023
- Liabilities to total assets
- 43.11%2023
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 |
|---|---|---|---|
| Net Assets£ | 4.00 | 20.19K | 23.35K |
| Total Assets£ | 20.78K | 46.38K | 41.04K |
| Cash in Bank£ | – | – | – |
| Total Liabilities£ | 20.77K | 26.20K | 17.69K |
| Employees | 5 | 5 | 6 |
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED filed financial statements?
Yes. Okredo holds filed figures for OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED covering 2021–2023, across 4 reported indicators. The most recent reported year is 2023.
What net assets did OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED report in 2023?
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED reported net assets of £23.35K for 2023. That compares with £20.19K in 2022, a change of 15.64%.
What total assets did OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED report in 2023?
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED reported total assets of £41.04K for 2023. That compares with £46.38K in 2022, a change of -11.52%.
What total liabilities did OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED report in 2023?
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED reported total liabilities of £17.69K for 2023. That compares with £26.20K in 2022, a change of -32.46%.
How many people does OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED employ?
OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED reported 6 employees in 2023, compared with 5 in 2022.
How have OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED financials changed over the last 3 years?
Between 2021 and 2023, OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED's net assets rose by 583550%, total assets rose by 97.5%, total liabilities fell by 14.8% and employee numbers rose by 20%. Net assets compounded at 7540% a year across the two years to 2023, from £4.00 to £23.35K. Reported headcount went from 5 in 2021 to 6 in 2023 (+1).
Which years of OCULUS WEALTH MANAGEMENT (WEST MIDLANDS) LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.