A nationwide network of independent financial advisers.

Independent Advice, Infinite Possibilities.

The Advisers

Join us

£3 billion +

Assets under management

5,000 +

Clients

Financial Advisers

Welcome to Oculus

Our sole focus is providing unbiased independent financial advice that puts your interests first.

Financial advice, as it should be.

About Us

Our Services

Explore our core areas of financial planning.

Investment Advice

We provide personalised investment advice tailored to each client's unique financial goals and risk tolerance.

Our advisers work closely with you to create a customised investment plan that meets your needs.

We have the whole market to choose from and we use that to your advantage.

Retirement Planning

Pensions can feel overwhelming. Our advisers who specialise in pensions simplify the complexities of retirement planning.

Through optimising your pension fund and the use of cashflow modelling, together we can ensure you're on track to meet your retirement goals.

Tax Efficiency

We understand that with frequent changes from HMRC, taxes can be complex and confusing. That's why we offer tax efficiency services to help you minimise your tax liability and utilise your allowances, keeping more of your hard-earned money.

Please note - Tax advice and guidance is not a regulated activity.

Estate Planning

Estate planning helps you protect and manage your assets while ensuring that your loved ones are taken care of after you're gone.

Our advisers will complete an in depth analysis of your estate and work with you to create a comprehensive plan that meets your needs.

Why choose independent advice?

Access to the whole market of regulated retail financial products and providers.

Unbiased recommendations based solely on what is most suitable for you.

Holistic financial planning. We consider all aspects of your financial situation, not just specific products or goals.

A more personalised service, leading to deeper client relationships and tailored advice.

Preferred Terms.

Freedom of choice.

Our well established reputation and close relationships with the best in the industry, often allows us to secure preferred terms for our clients, whilst remaining impartial.

How We Work

What our clients say...

C.S (Company Director)

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.

K.W

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.

S.H (Company Director)

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.

A.R

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.