Take control of your future

Delivering clear

Financial

Visions

Oculus Wealth Management

Independently

Owned

Firm

Progressive RDR compliant business

Professional

Financial

Planners

60 years financial services experience

Transparent

Client centric

Advice

About us

Oculus provides financial planning and wealth management services to business owners, professionals, executives and the retired via a network of strategic offices.

We will guide you in making important financial decisions whilst always maintaining your best interests at the heart of the advice process. No matter what stage you have reached in life, there is no substitute for professional financial planning and Oculus is well placed to effectively deliver this via its expanding team of experienced, highly qualified advisers.

Services

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

Our People

The founding Directors have in excess of 60 years financial services experience and in Oculus have created a transparent, client centric advice business.

Join us

As a progressive RDR compliant business we are keen to talk to fellow professional financial planners about the opportunity to join the expanding Oculus group.

Client Login

Oculus’s integrated use of technology allows clients to obtain real time valuations and portfolio information – please use the link below to access this service.

In conjunction with Oculus, you can take control of your future and achieve your financial visions.