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Oculus Wealth Management (bath) LTD

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Naishcombe Cottage Rock Road, Wick, Bristol, Gloucestershire, BS30 5TW
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https://www.oculuswealth.co.uk
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FCA Number: 623140
Website Image of Oculus Wealth Management (bath) LTD

Located in Wick, Bristol, Oculus Wealth Management provides diverse financial planning and advice across Gloucestershire and neighbouring areas. Regulated by the FCA (No. 623140), our services encompass life insurance, investments, and pensions retirement advice. We also specialize in final salary pension transfers, keeping client's best interests at heart. Our professional yet approachable style makes us a reliable partner for individuals seeking financial guidance at varying stages of their life. From first-time investors to seasoned professionals, we aim to provide tailored solutions that meet unique financial objectives. Find us at Naishcombe Cottage Rock Road, Wick, Bristol, BS30 5TW.

Their team includes one financial adviser. Check FCA registration here.

Oculus Wealth Management (bath) LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Oculus Wealth Management (bath) LTD from the Motorway

  1. From the M4:
  2. At Junction 17, take the A429/A350 exit towards Cirencester/Chippenham.
  3. Merge onto the M4.
  4. At Junction 18, take the A46 exit in the direction of Bath/Stroud.
  5. At the Tormarton Interchange, take the first exit onto the A46.
  6. Continue straight to remain on the A46.
  7. Make a right turn onto Gorse Lane.
  8. Make another right turn onto the A420.
  9. Next, make a right turn onto Naishcombe Hill.
  10. Finally, make a right turn onto Rock Road. The destination will be located on the right side.

List of advisers under Oculus Wealth Management (bath) LTD:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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