Oculus Wealth Management (minerva) Limited
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- Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, North Yorkshire, HG1 4DP
Firm Services
Minerva Financial offer the full range of independent wealth and investment advice and are regulated by the FCA. They are based in London and have a dedicated admin support team in the North as part of their membership of the Oculus network who they act as an appointed representative of. They boast over 30 years' experience and provide strategic, fully independent financial advice. Clients value the boutique style of service with the reassurance that comes from being part of a larger wealth management network. Minerva Financial offer tailored financial advice, strategic investment advice, inheritance tax and pension planning ( not Defined benefit transfers), protection and general estate planning. They also have a tried and tested large divorce advice practice- specialist in complex cases included disputes, corporate assets and where there are international dimensions. Based in southwest London, they specialise in larger cases and don’t advise clients with less than £500,000.
Their team includes one financial adviser. Check FCA registration here.
Oculus Wealth Management (minerva) Limited are approved by the FCA to give advice on:
List of advisers under Oculus Wealth Management (minerva) Limited:
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