| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Person with significant control | OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED | 🇬🇧Regno Unito | Active | 16/04/2026 – 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 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (EDINBURGH AND WEST) LIMITED | 🇬🇧Regno Unito | Active | 07/03/2026 – 08/05/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (EDINBURGH AND EAST) LIMITED | 🇬🇧Regno Unito | Active | 07/03/2026 – 28/04/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (REIGATE) LIMITED | 🇬🇧Regno Unito | Active | 17/12/2025 – 06/02/2026 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (SOLIHULL) LIMITED | 🇬🇧Regno Unito | Active | 29/09/2025 – 01/10/2025 |
| 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 (BROMSGROVE) LIMITED | 🇬🇧Regno Unito | Active | 27/08/2025 – 27/08/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (MINERVA) LIMITED | 🇬🇧Regno Unito | Active | 14/09/2025 – 26/09/2025 |
| 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 |
| 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 (DULWICH) LIMITED | 🇬🇧Regno Unito | Active | 30/04/2025 – 28/04/2025 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (KENSINGTON AND CHELSEA) LIMITED | 🇬🇧Regno Unito | Active | 21/04/2025 – 22/04/2025 |
| 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 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (ADVENTUS) LIMITED | 🇬🇧Regno Unito | Active | 06/06/2024 – 05/06/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (TRURO) LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 19/08/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (LEODIS) LIMITED | 🇬🇧Regno Unito | Active | 10/05/2024 – 10/05/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (FPG) LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 05/07/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (HOME COUNTIES) LIMITED | 🇬🇧Regno Unito | Active | 20/03/2024 – 21/03/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (MARLBOROUGH) LIMITED | 🇬🇧Regno Unito | Active | 22/01/2024 – 09/01/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WESTMINSTER) LIMITED | 🇬🇧Regno Unito | Active | 23/06/2024 – 26/10/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (COPPICE) LIMITED | 🇬🇧Regno Unito | Active | 23/01/2024 – 23/01/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (BRISTOL) LIMITED | 🇬🇧Regno Unito | Active | 13/12/2023 – 13/12/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (SOUTH LONDON) LIMITED | 🇬🇧Regno Unito | Active | 09/01/2024 – 09/01/2024 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (YORK) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 22/09/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (GREATER LONDON) LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 16/08/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (ABERDOVEY) LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 22/09/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (MANCHESTER) LIMITED | 🇬🇧Regno Unito | Active | 24/06/2024 – 13/09/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CONSULTING) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – present |
| Person with significant control | OCULUS WEALTH MANAGEMENT (BISHOP'S STORTFORD) LIMITED | 🇬🇧Regno Unito | Active | 15/06/2024 – 09/06/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CENTRAL LONDON) LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 28/04/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CHILTERNS) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 28/09/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (GODALMING) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 31/01/2023 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CAMBRIDGE) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 26/10/2022 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (SHROPSHIRE) LIMITED | 🇬🇧Regno Unito | Active | 23/06/2024 – 29/04/2022 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CHESHIRE) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 20/01/2022 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (LEEDS) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 04/01/2022 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (MAYFAIR) LIMITED | 🇬🇧Regno Unito | Active | 25/06/2024 – 07/10/2021 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (BIRMINGHAM) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 15/10/2021 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WESSEX) LIMITED | 🇬🇧Regno Unito | Active | 24/06/2024 – 16/09/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (SOUTH STAFFS) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 17/08/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (NORTH DORSET) LIMITED | — | Liquidation | 26/06/2024 – 16/09/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED | 🇬🇧Regno Unito | Active | 25/06/2024 – 16/09/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (CITY) LIMITED | 🇬🇧Regno Unito | Active | 23/06/2024 – 11/08/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WOMBOURNE) LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 03/06/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (WOLVERHAMPTON) LIMITED | 🇬🇧Regno Unito | Active | 23/06/2024 – 03/06/2020 |
| Person with significant control | OCULUS WEALTH MANAGEMENT (BRADFORD ON AVON) LIMITED | 🇬🇧Regno Unito | Active | 20/06/2024 – 15/01/2020 |
27/05/2026
resigned
08/05/2026
resigned
09/01/2024
resigned