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Isabel Palmer
Financial Planner & Director
Bristol
07545 641725
Having worked with many clients in excess of 15 years, Izzy and the teams focus on pensions, investments, business planning, protection as well as buying property SIPP and SSAS.
Izzy and the team enjoy building long-standing relationships based on trust and providing clear advice both for today and the years ahead.
Oculus Wealth Management (Bristol)
Oculus Wealth Management is a trading style of Oculus Wealth Management (Bristol) Ltd which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority.
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