Who We Are
Oculus Wealth Management is a nationwide network of qualified and experienced independent Financial Advisers and Wealth Managers operating as appointed representatives.
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We have long standing close relationships with the primary investment managers and platforms, often providing us with preferred terms which we are able to pass down to our clients.
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Each appointed representative works autonomously and is supported by our highly experienced head office team based in Harrogate, North Yorkshire.
Our Values? It's simple...
We believe that financial advice should be impartial, fair and in your best interests. That's why our advisers take the time to understand your specific circumstances, objectives, and risk tolerance before crafting personalised strategies designed to help you achieve your financial objectives.
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Most of our advisers have decades of experience and many hold the highest qualifications in the industry.
All Oculus advisers take their responsibility seriously, adhering strictly to the Financial Conduct Authority's regulations.
Collectively, we make it our objective to treat our clients fairly.
Fully Compliant
All our advisers operate as appointed representatives of Oculus Wealth Management and through our principal firm, are regulated by the Financial Conduct Authority. We are authorised to give independent advice, however we do not advise upon unregulated investment schemes or mortgages.
We Treat Clients Fairly
Our independent advice status means we have no allegiance to a specific provider or their products, our advisers always work in the best interests of their clients. Oculus advisers do not implement any unfair exit penalty charges and benchmark adviser fees against the wider market offerings, as part of the commitment to consumer duty.
Nationwide Network
Whilst each of our advisers operate autonomously, they benefit from being part of a cohesive network of experienced specialists and experts. This collaborative environment allows our advisers to draw upon a wealth of diverse expertise, ensuring that every client receives the highest standards of advice.
Progressive Technology
Clients benefit from our integrated and progressive use of technology via the Wealth Platform. This portal allows clients to obtain real time valuations, portfolio information, upload documents and much more. Registered users can access the portal by clicking 'Login' from the top banner of our website.
