| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Person with significant control | OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED | 🇬🇧Regno Unito | Active | 16/04/2026 – present |
| Officer | OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED | 🇬🇧Regno Unito | Active | 16/04/2026 – present |
| Officer | OCULUS WEALTH MANAGEMENT (INTEGRITAS) LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – present |
| Person with significant control | OCULUS WEALTH MANAGEMENT (INTEGRITAS) LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – present |
| Person with significant control | OCULUS WEALTH MANAGEMENT (ABERDEEN) LIMITED | 🇬🇧Regno Unito | Active | 06/03/2026 – 27/05/2026 |
| Officer | OCULUS WEALTH MANAGEMENT (ABERDEEN) LIMITED | 🇬🇧Regno Unito | Active | 22/01/2026 – 27/05/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (EDINBURGH AND WEST) LIMITED | 🇬🇧Regno Unito | Active | 07/03/2026 – 08/05/2026 |
| Officer | OCULUS WEALTH MANAGEMENT (EDINBURGH AND WEST) LIMITED | 🇬🇧Regno Unito | Active | 19/01/2026 – 08/05/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (EDINBURGH AND EAST) LIMITED | 🇬🇧Regno Unito | Active | 07/03/2026 – 28/04/2026 |
| Officer | OCULUS WEALTH MANAGEMENT (EDINBURGH AND EAST) LIMITED | 🇬🇧Regno Unito | Active | 19/01/2026 – 28/04/2026 |
| Officer | OCULUS WEALTH MANAGEMENT (REIGATE) LIMITED | 🇬🇧Regno Unito | Active | 17/12/2025 – 28/01/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (REIGATE) LIMITED | 🇬🇧Regno Unito | Active | 17/12/2025 – 06/02/2026 |
| Officer | OCULUS WEALTH MANAGEMENT (PHRONESIS) LIMITED | 🇬🇧Regno Unito | Active | 07/01/2026 – 07/01/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (SOLIHULL) LIMITED | 🇬🇧Regno Unito | Active | 29/09/2025 – 01/10/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (SOLIHULL) LIMITED | 🇬🇧Regno Unito | Active | 15/03/2026 – 01/10/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (MINERVA) LIMITED | 🇬🇧Regno Unito | Active | 14/09/2025 – 26/09/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (MINERVA) LIMITED | 🇬🇧Regno Unito | Active | 16/03/2026 – 26/09/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (BROMSGROVE) LIMITED | 🇬🇧Regno Unito | Active | 15/03/2026 – 27/08/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (WARWICKSHIRE) LIMITED | 🇬🇧Regno Unito | Active | 16/03/2026 – 15/10/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (BROMSGROVE) LIMITED | 🇬🇧Regno Unito | Active | 27/08/2025 – 27/08/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WARWICKSHIRE) LIMITED | 🇬🇧Regno Unito | Active | 12/10/2025 – 15/10/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WEST LONDON) LIMITED | 🇬🇧Regno Unito | Active | 24/07/2025 – 25/07/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (DEP) LIMITED | 🇬🇧Regno Unito | Active | 09/07/2025 – 15/07/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (WEST LONDON) LIMITED | 🇬🇧Regno Unito | Active | 16/03/2026 – 25/07/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (DEP) LIMITED | 🇬🇧Regno Unito | Active | 16/03/2026 – 15/07/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (NEXUS) LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 10/06/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (NEXUS) LIMITED | 🇬🇧Regno Unito | Active | 06/06/2025 – 10/06/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (KENSINGTON AND CHELSEA) LIMITED | 🇬🇧Regno Unito | Active | 21/04/2025 – 22/04/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (KENSINGTON AND CHELSEA) LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 22/04/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (DULWICH) LIMITED | 🇬🇧Regno Unito | Active | 30/04/2025 – 28/04/2025 |
| Officer | OCULUS WEALTH MANAGEMENT (DULWICH) LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 28/04/2025 |
| Officer | REFINCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Person with significant control | REFINCO LIMITED | 🇬🇧Regno Unito | Active | 02/10/2025 – present |
| Person with significant control | OCULUS WEALTH MANAGEMENT (DECEM) LIMITED | 🇬🇧Regno Unito | Active | 21/09/2024 – 18/09/2024 |
| Officer | OCULUS WEALTH MANAGEMENT (DECEM) LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – 18/09/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (ADVENTUS) LIMITED | 🇬🇧Regno Unito | Active | 06/06/2024 – 05/06/2024 |
| Officer | OCULUS WEALTH MANAGEMENT (ADVENTUS) LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – 05/06/2024 |
| Officer | OCULUS WEALTH MANAGEMENT (HOME COUNTIES) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2026 – 23/04/2024 |
| Officer | OCULUS WEALTH MANAGEMENT (TRURO) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2026 – 19/08/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (TRURO) LIMITED | 🇬🇧Regno Unito | Active | 19/06/2024 – present |
| Officer | OCULUS WEALTH MANAGEMENT (FPG) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2026 – 05/07/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (FPG) LIMITED | 🇬🇧Regno Unito | Active | 19/06/2024 – present |
| Officer | OCULUS WEALTH MANAGEMENT (LEODIS) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2026 – 10/05/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (LEODIS) LIMITED | 🇬🇧Regno Unito | Active | 19/06/2024 – 10/05/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (HOME COUNTIES) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2024 – 21/03/2024 |
31/05/2026
resigned
27/05/2026
resigned
15/07/2025
resigned