I have had a long standing relationship with the founding Director of Oculus (Bath) over many years. He consistently demonstrates he has a good understanding of both my personal circumstances and future goals and I have always valued his advice. He is a high integrity individual with an excellent approach and service ethics and a pleasure to work with.
I have been advised by the Chelmsford office for the last ten years during which time I have retired and now rely on my investment and pension portfolios to provide the income I require. They made this transition smooth and uncomplicated and my income and capital expectations have always been fulfilled; furthermore by working very closely with my accountant matters of taxation can be resolved to my satisfaction with the minimum of trouble for me.
We were originally introduced to the Oculus Chelmsford office by our accountant to talk about pensions and investments and we were very pleased with the quality of advice and the way in which it addressed both our personal and corporate needs. More recently, as a result of a regular review meeting, the cash-flow of our business was increased dramatically through creative thinking and innovative planning.
Despite the complex nature of my pension arrangements, the move into retirement was made simple and straightforward and I feel confident that all my financial needs and aspirations will be met by Oculus Wealth Management.
There was no reason to doubt the proficiency of my existing adviser until I met the advisers at Oculus who had been referred to me by my accountant. I was unaware of the risks to which I had previously been exposed and I have since restructured my financial affairs in a manner which suits my needs and objectives. I would highly recommend the services of Oculus Wealth Management to anybody.
The team at Oculus know what they are doing. They craft the service they provide to my individual needs and tenaciously follow up all the moving parts to ensure success.
Very experienced team, with personal dedicated professional advisers. Customised approach so that one can maximise time and investments.
Whether de-mystifying the views of the investment managers for me or advising on specific transactions, timely advice has undoubtedly assisted in boosting the worth of my financial assets well beyond what I could have achieved.
Refreshingly pro-active, always one step ahead, with no hard sell.
The Director of Oculus (Bath) has been our trusted financial advisor for around 15 years and his judgement, diligence and recommendations have proven invaluable to our family.