Octiris Ltd
- Small
- Active
- 2 years
- 2 employees
- £477,328 (assets)
- Real address
- 2 directors
- 2 owners
Two conditions of three:
1.Turnover < £10.2 million
2.Balance sheet total < £5.1 million
3.Average number of employees < 50
Field of Operation
Website
Summary
Octiris Ltd is a small, active company registered in London, UK, founded two years ago. With two directors and owners, the company employs just two people and holds £477,328 in assets. The registered address is real, with only two other companies registered there. It operates in several industries, including non-specialised wholesale trade, retail via mail order, book publishing, and specialised design activities.
The company’s website, Ocaris Wealth Management, focuses on financial planning and investment services. They offer a range of services, including pension planning, investment management, retirement planning, inheritance tax mitigation, and life planning. The site emphasizes traditional values, trust, and a client-centric approach, with a focus on delivering high-quality advice at an affordable price. They even have a team of highly experienced financial planners, some of whom are Chartered.
Financially, Octiris Ltd shows a mixed picture. Cash bank on hand has increased significantly by 370% to £140,000, which is a good sign. However, creditors have also risen, with short-term creditors increasing by 19% to £250,000. Net assets have improved substantially, growing by 93% to £200,000, which is a positive trend. The company’s small size—meeting two of three conditions for a small company—helps it remain flexible, but the increase in creditors suggests a need for careful cash flow management. There’s no mention of an auditor, which is common for small, exempt companies. The accounts are abridged and unaudited, relying on director-reported data.
Overall, Octiris Ltd appears to be growing, but it's important to monitor its debt levels. The company’s focus on traditional values and client service, combined with a team of experienced planners, positions it well in the competitive wealth management sector.
Registered in England/Wales under the registration number 14205815, with a registered address at SW1V 2AA, England, London, 12 Warwick Square.
WARNING:The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.
Owners & PSC
-
Individual
- Middleton Guy Richard
- 2 years
- 2
- 25%+
-
Resident of United Kingdom
-
Individual
- Trew Holly Vivien
- 2 years
- 1
- 25%+
-
Resident of United Kingdom
Managers
-
Individual
- Middleton Guy Richard
- 2 years
- 1
-
Resident of United Kingdom
-
Individual
- Trew Holly Vivien
- 2 years
- 1
-
Resident of United Kingdom
Last reports
The latest confirmation statement submitted ten months ago.
Last news
-
Unaudited abridged accounts made up to 2024-06-30Download 8 pages pdf report
-
Confirmation statement made on 2024-06-29 with updatesDownload 5 pages pdf report
-
Unaudited abridged accounts made up to 2023-06-30Download 8 pages pdf report
FAQ about Octiris Ltd
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