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Home > England & Wales Companies > OCM WEALTH MANAGEMENT LIMITED
Company Information for

OCM WEALTH MANAGEMENT LIMITED

ST CLAIR HOUSE, OLD BEDFORD ROAD, NORTHAMPTON, NN4 7AA,
Company Registration Number
05039809
Private Limited Company
Active

Company Overview

About Ocm Wealth Management Ltd
OCM WEALTH MANAGEMENT LIMITED was founded on 2004-02-10 and has its registered office in Northampton. The organisation's status is listed as "Active". Ocm Wealth Management Limited is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as AUDITED ABRIDGED
Key Data
Company Name
OCM WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
ST CLAIR HOUSE
OLD BEDFORD ROAD
NORTHAMPTON
NN4 7AA
Other companies in NN4
 
Filing Information
Company Number 05039809
Company ID Number 05039809
Date formed 2004-02-10
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/04/2023
Account next due 31/01/2025
Latest return 10/02/2016
Return next due 10/03/2017
Type of accounts AUDITED ABRIDGED
VAT Number /Sales tax ID GB834171147  
Last Datalog update: 2023-09-05 12:12:00
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for OCM WEALTH MANAGEMENT LIMITED
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Companies with same name OCM WEALTH MANAGEMENT LIMITED
The following companies were found which have the same name as OCM WEALTH MANAGEMENT LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
OCM WEALTH MANAGEMENT CONSULTING LIMITED ST CLAIR HOUSE OLD BEDFORD ROAD NORTHAMPTON NN4 7AA Active Company formed on the 2019-05-10
OCM WEALTH MANAGEMENT HOLDING COMPANY LIMITED ST CLAIR HOUSE OLD BEDFORD ROAD NORTHAMPTON NN4 7AA Active Company formed on the 2020-05-22

Company Officers of OCM WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
MARGARET LOUISE STATHER LODGE
 Company Secretary 2004-02-10
BRIGITTA ELIZABETH CASE
 Director 2013-01-29
RICHARD JOHN CASE
 Director 2013-01-29
JASON ANTHONY ANDREW STATHER LODGE
 Director 2004-02-10
MARGARET LOUISE STATHER LODGE
 Director 2004-02-10
Previous Officers
Officer Role Date Appointed Date Resigned
LOUISE CLAIRE MCWEENEY
 Director 2011-01-31 2014-08-20
BRISTOL LEGAL SERVICES LIMITED
 Company Secretary 2004-02-10 2004-02-10
BOURSE NOMINEES LIMITED
 Director 2004-02-10 2004-02-10

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
MARGARET LOUISE STATHER LODGE OCM ACCOUNTING SERVICES LIMITED Company Secretary 2006-07-31 CURRENT 2006-07-31 Dissolved 2013-12-31
BRIGITTA ELIZABETH CASE CALLAN METHOD ORGANISATION LIMITED Director 2016-04-09 CURRENT 2010-05-10 Active
BRIGITTA ELIZABETH CASE CALLAN METHOD GROUP LIMITED Director 2015-12-09 CURRENT 2015-12-09 Active
RICHARD JOHN CASE CALLAN WORKS LIMITED Director 2016-04-08 CURRENT 2010-07-09 Active
RICHARD JOHN CASE CALLAN ONLINE LIMITED Director 2016-04-08 CURRENT 2011-12-20 Active
RICHARD JOHN CASE CALLAN METHOD INTERNATIONAL LIMITED Director 2016-04-08 CURRENT 2011-12-19 Active
RICHARD JOHN CASE CALLAN METHOD GROUP LIMITED Director 2015-12-09 CURRENT 2015-12-09 Active
JASON ANTHONY ANDREW STATHER LODGE OCM ACCOUNTING SERVICES LIMITED Director 2006-07-31 CURRENT 2006-07-31 Dissolved 2013-12-31
MARGARET LOUISE STATHER LODGE OCM ACCOUNTING SERVICES LIMITED Director 2006-07-31 CURRENT 2006-07-31 Dissolved 2013-12-31

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-08-25CONFIRMATION STATEMENT MADE ON 25/08/23, WITH NO UPDATES
2023-06-19Audited abridged accounts made up to 2023-04-30
2022-09-05CONFIRMATION STATEMENT MADE ON 25/08/22, WITH NO UPDATES
2022-09-05CS01CONFIRMATION STATEMENT MADE ON 25/08/22, WITH NO UPDATES
2022-07-25Audited abridged accounts made up to 2022-04-30
2021-09-01CS01CONFIRMATION STATEMENT MADE ON 25/08/21, WITH NO UPDATES
2021-08-11AD01REGISTERED OFFICE CHANGED ON 11/08/21 FROM C/O Ocm Wealth Management Limited 3 Bouverie Court the Lakes Northampton NN4 7YD
2020-08-25CS01CONFIRMATION STATEMENT MADE ON 25/08/20, WITH UPDATES
2020-08-25PSC07CESSATION OF JASON ANTHONY ANDREW STATHER-LODGE AS A PERSON OF SIGNIFICANT CONTROL
2020-08-25PSC02Notification of Ocm Wealth Management Holding Company Limited as a person with significant control on 2020-08-24
2020-08-25TM01APPOINTMENT TERMINATED, DIRECTOR BRIGITTA ELIZABETH CASE
2020-07-10AAMDAmended accounts made up to 2020-04-30
2020-06-24CS01CONFIRMATION STATEMENT MADE ON 21/05/20, WITH NO UPDATES
2020-06-24MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 2
2020-05-21CH01Director's details changed for Jason Anthony Andrew Stather Lodge on 2020-05-20
2020-05-21CH03SECRETARY'S DETAILS CHNAGED FOR MARGARET LOUISE STATHER LODGE on 2020-05-20
2020-05-14CS01CONFIRMATION STATEMENT MADE ON 14/05/20, WITH UPDATES
2020-02-13CS01CONFIRMATION STATEMENT MADE ON 10/02/20, WITH NO UPDATES
2019-02-11CS01CONFIRMATION STATEMENT MADE ON 10/02/19, WITH NO UPDATES
2018-05-22MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 050398090004
2018-04-10MR01REGISTRATION OF A CHARGE / CHARGE CODE 050398090004
2018-02-21LATEST SOC21/02/18 STATEMENT OF CAPITAL;GBP 18000
2018-02-21CS01CONFIRMATION STATEMENT MADE ON 10/02/18, WITH UPDATES
2017-05-26LATEST SOC26/05/17 STATEMENT OF CAPITAL;GBP 550000
2017-05-26SH0128/04/17 STATEMENT OF CAPITAL GBP 550000.00
2017-05-26SH02Statement of capital on 2017-04-28 GBP50,000.00
2017-05-19MEM/ARTSARTICLES OF ASSOCIATION
2017-05-19RES10Resolutions passed:
  • Resolution of allotment of securities
  • Resolution alteration of articles
2017-05-19RES01ALTER ARTICLES 28/04/2017
2017-02-20CS01CONFIRMATION STATEMENT MADE ON 10/02/17, WITH UPDATES
2016-09-02AASMALL COMPANY ACCOUNTS MADE UP TO 30/04/16
2016-03-08LATEST SOC08/03/16 STATEMENT OF CAPITAL;GBP 250000
2016-03-08AR0110/02/16 ANNUAL RETURN FULL LIST
2016-03-08CH01Director's details changed for Margaret Louise Stather Lodge on 2016-01-01
2015-07-27AASMALL COMPANY ACCOUNTS MADE UP TO 30/04/15
2015-02-25LATEST SOC25/02/15 STATEMENT OF CAPITAL;GBP 250000
2015-02-25AR0110/02/15 ANNUAL RETURN FULL LIST
2014-09-10TM01APPOINTMENT TERMINATED, DIRECTOR LOUISE CLAIRE MCWEENEY
2014-09-05AASMALL COMPANY ACCOUNTS MADE UP TO 30/04/14
2014-03-07LATEST SOC07/03/14 STATEMENT OF CAPITAL;GBP 50000
2014-03-07AR0110/02/14 ANNUAL RETURN FULL LIST
2014-02-18RES01ADOPT ARTICLES 18/02/14
2014-02-18SH0119/04/13 STATEMENT OF CAPITAL GBP 250000
2013-09-09AASMALL COMPANY ACCOUNTS MADE UP TO 30/04/13
2013-02-26AR0110/02/13 ANNUAL RETURN FULL LIST
2013-02-26AP01DIRECTOR APPOINTED MR RICHARD JOHN CASE
2013-02-26AP01DIRECTOR APPOINTED DR BRIGITTA ELIZABETH CASE
2012-10-24AASMALL COMPANY ACCOUNTS MADE UP TO 30/04/12
2012-03-02AR0110/02/12 FULL LIST
2012-03-02AD01REGISTERED OFFICE CHANGED ON 02/03/2012 FROM 5 MALLARD CLOSE EARLS BARTON NORTHAMPTON NN6 0LS ENGLAND
2011-10-11AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/04/11
2011-05-18AP01DIRECTOR APPOINTED MRS LOUISE CLAIRE MCWEENEY
2011-04-12CH01DIRECTOR'S CHANGE OF PARTICULARS / JASON ANTHONY ANDREW STATHER LODGE / 01/11/2010
2011-03-15MG01PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 3
2011-03-11AR0110/02/11 FULL LIST
2011-01-13AD01REGISTERED OFFICE CHANGED ON 13/01/2011 FROM 38 MANOR ROAD MEARS ASHBY NORTHAMPTON NN6 0DU
2010-07-22AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/04/10
2010-03-18AR0110/02/10 FULL LIST
2010-03-18CH01DIRECTOR'S CHANGE OF PARTICULARS / MARGARET LOUISE STATHER LODGE / 10/02/2010
2010-03-18CH01DIRECTOR'S CHANGE OF PARTICULARS / JASON ANTHONY ANDREW STATHER LODGE / 10/02/2010
2009-06-2288(2)CAPITALS NOT ROLLED UP
2009-06-17AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/04/09
2009-02-13363aRETURN MADE UP TO 10/02/09; FULL LIST OF MEMBERS
2008-09-01AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/04/08
2008-06-30363sRETURN MADE UP TO 10/02/08; NO CHANGE OF MEMBERS
2008-02-18AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/04/07
2007-06-05395PARTICULARS OF MORTGAGE/CHARGE
2007-05-05395PARTICULARS OF MORTGAGE/CHARGE
2007-03-01363sRETURN MADE UP TO 10/02/07; FULL LIST OF MEMBERS
2006-08-15AAFULL ACCOUNTS MADE UP TO 30/04/06
2006-02-28363sRETURN MADE UP TO 10/02/06; FULL LIST OF MEMBERS
2005-09-15AAFULL ACCOUNTS MADE UP TO 28/02/05
2005-09-15225ACC. REF. DATE EXTENDED FROM 28/02/06 TO 30/04/06
2005-03-24123NC INC ALREADY ADJUSTED 01/02/05
2005-03-24RES14RE:CAP £9900 01/02/05
2005-03-24RES04£ NC 1000/100000 01/02
2005-03-2488(3)PARTICULARS OF CONTRACT RELATING TO SHARES
2005-03-2488(2)RAD 01/02/05--------- £ SI 9900@1
2005-03-17363sRETURN MADE UP TO 10/02/05; FULL LIST OF MEMBERS
2004-02-2488(2)RAD 10/02/04--------- £ SI 99@1=99 £ IC 1/100
2004-02-18288bDIRECTOR RESIGNED
2004-02-18288bSECRETARY RESIGNED
2004-02-11288aNEW DIRECTOR APPOINTED
2004-02-11288aNEW SECRETARY APPOINTED
2004-02-11288aNEW DIRECTOR APPOINTED
2004-02-10287REGISTERED OFFICE CHANGED ON 10/02/04 FROM: PEMBROKE HOUSE 7 BRUNSWICK SQUARE BRISTOL BS2 8PE
2004-02-10288bDIRECTOR RESIGNED
2004-02-10NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
2004-02-10288bSECRETARY RESIGNED
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to OCM WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against OCM WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 4
Mortgages/Charges outstanding 1
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 3
Details of Mortgagee Charges
Charge Type Date of Charge Charge Status Mortgagee
RENT DEPOSIT DEED 2011-03-15 Outstanding THE PETERBOROUGH DIOCESAN BOARD OF FINANCE
LEGAL CHARGE 2007-06-05 Outstanding THE ROYAL BANK OF SCOTLAND PLC
DEBENTURE 2007-05-05 Outstanding THE ROYAL BANK OF SCOTLAND PLC
Filed Financial Reports
Annual Accounts
2020-04-30
Annual Accounts
2021-04-30
Annual Accounts
2022-04-30

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on OCM WEALTH MANAGEMENT LIMITED

Intangible Assets
Patents
We have not found any records of OCM WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names

OCM WEALTH MANAGEMENT LIMITED owns 8 domain names.

b2school.co.uk   family-labels.co.uk   invitation-cards.co.uk   funkyfolk.co.uk   abledirect.co.uk   ocmwealthmanagement.co.uk   accessfinancial.co.uk   access-financial.co.uk  

Trademarks
We have not found any records of OCM WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for OCM WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as OCM WEALTH MANAGEMENT LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
Business rates information was found for OCM WEALTH MANAGEMENT LIMITED for 3 properties.

Authority Premises Type Premises Address Business Rates/Tax AmountLocation Since
Offices and Premises 3 BOUVERIE COURT 6 THE LAKES NORTHAMPTON NN4 7YD 17,500
Northampton Borough Council Offices and Premises 3 BOUVERIE COURT 6 THE LAKES NORTHAMPTON NN4 7YD 17,500
Northampton Borough Council Offices and Premises 3 BOUVERIE COURT 6 THE LAKES NORTHAMPTON NN4 7YD 17,50002-11-13

How is this information useful? The business owns or operates from property which has a commercial designation. The company is liable for business rates / property tax liability and so provides an indication on some of the outgoings for the business and therefore the scale of the business. Some councils/authorities publish how long business rates have been paid since so provides an inidcator of how established the business is.

In the UK, the business is unlikely to be paying the number shown. Business rates is a complex system with many reliefs available. Some organisations have exemptions from payment - for example charities. To determine the exact liability, you would need to look at the valuation office report. This list is probably not a complete list of all properties since about 100 of the 443 UK local government councils publish information on business rate liabilities.

Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded OCM WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded OCM WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
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    Other companies at postcode NN4 7AA