You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01483 339966 or email us at [email protected] and we'll be pleased to help you.
Oculus Wealth Management Godalming, 11 Wharf Street, Godalming, Surrey, GU7 1NN
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.
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