What they say about us

Here is just a small sample of the many kind comments we have received from our clients.

Friendly, professional, bespoke IFA - have been using them for 10+ years. Life insurance, ISAs, offshore investment, financial planning all tailored to my needs. Highly recommended.

Mark

Richard was really helpful and explained everything in great detail for my Will and LPA's. I would highly recommend his services.

Jucycle

Richard was very helpful and informative when completing wills for my wife and I. His knowledge on the subject was impressive and the cost very reasonable.

Gary

Richard was really helpful and the process was quick and easy. It's a lot easier and not as daunting as we thought. Thank you.

Anonymous

 

 

 

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Oculus Wealth Management Godalming, 11 Wharf Street, Godalming, Surrey, GU7 1NN

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Registered Office: 2 Grove Park Court, Harrogate, HG1 4DP.

Registered in England - Company Number 14538276.

 

Oculus Wealth Management is a trading style of Oculus Wealth Management (Godalming) Ltd which is an appointed representative of Oculus Wealth Management Ltd, a company authorised and regulated by the Financial Conduct Authority. Oculus Wealth Management Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 605985.

 

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.