Oculus Wealth Management (Bury St Edmunds) Limited

Reference number: 655040

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Oculus Wealth Management Limited Reference number: 605985 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Oculus Wealth Management (Bury St Edmunds) Limited (FRN 655040) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Bury St Edmunds)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oculus Wealth Management (Bury St Edmunds), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Verified phone number

    07799 822182

  • Verified address

    Suite 5, Manchester House, 113 Northgate Street, Bury St. Edmunds, Suffolk, IP33 1XX, United Kingdom

Also trades as
  • Oculus Wealth Management

Company details

From the company's Companies House record.

Company number
09289992
Company status
Active
Company type
Private limited company
Incorporated
31 October 2014 (11 years old)
Registered office
Suite 5 Manchester House, 113 Northgate Street, Bury St. Edmunds, Suffolk, IP33 1HP
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Alexander James Gordon Director Aug 1964 31 Oct 2014

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Oculus Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Oculus Wealth Management (Bury St Edmunds) Limited FCA authorised?
Oculus Wealth Management (Bury St Edmunds) Limited (FRN 655040) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Oculus Wealth Management (Bury St Edmunds)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Oculus Wealth Management (Bury St Edmunds) Limited (FRN 655040) is an AR of Oculus Wealth Management Limited (FRN 605985). When you use Oculus Wealth Management (Bury St Edmunds)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oculus Wealth Management (Bury St Edmunds), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Oculus Wealth Management (Bury St Edmunds)?
Protection works through Oculus Wealth Management Limited, the principal firm responsible for Oculus Wealth Management (Bury St Edmunds)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Oculus Wealth Management (Bury St Edmunds) a scam or clone?
Oculus Wealth Management (Bury St Edmunds) is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Oculus Wealth Management (Bury St Edmunds)'s Firm Reference Number (FRN)?
Oculus Wealth Management (Bury St Edmunds)'s FRN is 655040. You can verify it on the FCA register.