As an independently owned firm, Oculus works in conjunction with clients and other professional advisers to ensure it delivers sound financial principles and robust planning strategies.

Initial Meeting

Agree adviser charging

Information gathering

Client commitment


This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customise your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.