Oculus Wealth Management (Warwickshire) Limited

FRN: 1041471
Companies House: 16584450
Last scraped: 8 hours ago

This firm operates as an appointed representative of Oculus Wealth Management Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Oculus Wealth Management Ltd, 2 Grove Park Court

Harrogate

North Yorkshire

HG1 4DP

UNITED KINGDOM

Phone

+4401423369362

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Peter Douglas Bartholomew Mutch
IRN PDM00008
- (1)Employed By (6 Oct 2025 to 22 Jan 2026)
Tracey Jane Beechey
IRN TJB00008
- (1)Employed By (since 21 Nov 2025)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.