Protection - Financial advisers, investment, taxation, life assurance, wealth management and pensions advice

Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced team of financial advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

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Call us today on

01483 339966

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and we'll be pleased to help you.

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

T: 01483 339966
E: [email protected]

Privacy Notice

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.