About Vicki
At Oculus Wealth Management, Vicki’s main task is client liaison, and keeping everyone happy and informed by phone or email.
Vicki is also responsible for managing Mark’s diary. On top of this, Vicki handles all administrative tasks, including preparing client agreements and compliance documents.
Whenever we need to liaise with product providers on a client’s behalf, Vicki will support those interactions.
In her spare time...
Vicki swims competitively with a local club, and also loves running.
As a dog owner, Vicki goes on lots of countryside walks.
Vicki also regularly visits her parents on the Isle of Wight, and loves being by the sea.
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