What we do
With Oculus Wealth Management, expect tailored financial plans and optimised strategies for investments, pensions, and tax. Our independent, evidence-based approach will help you to grow and protect your wealth, your way.
Expert wealth management. Tailored advice. Unrivalled support.
At Oculus Wealth Management Hampshire Limited, we go far beyond simply managing investments. As a boutique wealth management practice, we’re dedicated to helping high-achieving individuals, families, and professionals unlock, grow, and protect their wealth with clarity and confidence.
Our expertise lies in delivering intelligent, independent, and personalised advice that reflects the complexity of our clients’ lives and financial aspirations.
To discover for yourself how our expert guidance can help you achieve your financial goals and protect your future, contact us today to arrange a no-obligation consultation.
A specialist for specialists
We’ve spent more than 20 years advising:
- Partners in professional firms facing time pressures, annual allowance restrictions, and the need for efficient protection and tax planning
- Senior executives and entrepreneurs seeking to extract profit, retire confidently, and protect their wealth
- High net worth individuals and families focused on preserving wealth, minimising tax, and creating lasting legacies
We understand your world – the pressures, the ambitions, and the stakes. And we provide the strategic clarity and personal reassurance you need to navigate it all.
Strategic financial planning for every stage of life
Tax optimisation and income structuring
Maximise your earnings and minimise your liabilities with tailored strategies that address Income Tax, Capital Gains Tax, and Inheritance Tax. We help you build a tax-efficient financial structure that supports both your current lifestyle and future legacy.
Investment management with purpose
We build and manage evidence-based, tax-efficient portfolios aligned with your unique goals and risk appetite. From straightforward solutions to advanced tax-relief investments like VCTs, EIS, and BPR-qualifying assets, your investments will be designed to work as hard as you do.
Retirement planning and cashflow modelling
We help you define your “number” – the amount you need to retire comfortably – and build a personalised plan to get there. Our sophisticated cashflow modelling software helps you visualise your path, whether you’re planning to retire, sell a business, or step back from a high-pressure career.
Protection for life’s uncertainties
Ensure your family’s financial security with bespoke protection planning. From life cover and income protection to business continuity and estate planning, we help you safeguard what matters most.
Legacy and succession planning
We work closely with families and business owners to structure wealth for future generations. Our strategic gifting and estate planning advice ensures you can pass on your wealth in the most efficient and meaningful way.
Seamless collaboration with your professional advisers
We work alongside your legal and tax advisers to create an integrated strategy that covers all aspects of your financial world. This collaborative approach ensures that every decision you make supports your broader objectives – from tax efficiency and investment performance to succession planning and philanthropic goals.
Tax planning advice is not regulated by the Financial Conduct Authority.
Steps to success
1
Visualising your financial future
Investing is at the heart of every good wealth-building strategy, but true financial planning goes deeper. Through cashflow modelling, our experts give you a dynamic, interactive roadmap that reveals how every decision you make shapes your financial future.
The powerful software we use allows us to show how scenarios such as market downturns and tax shifts could affect your portfolio. Together, we can use this information to build a plan that’s robust, resilient, and aligned with your long-term goals.
2
Analysing your existing arrangements
You’re likely to have accumulated one or more pension plans, ISAs, GIAs or other forms of investment over the years. What’s crucial is that your portfolio supports not only where you’ve been but where you’d like to go in future, and our team will carry out an in-depth analysis with this in mind.
Our experts will assess your portfolio in terms of performance against relevant benchmarks, risk levels relative to your objectives, costs and charges, and tax efficiency. Then, they’ll produce a clear, detailed report with tailored recommendations on the steps needed to achieve the growth needed for your ideal financial future.
3
Designing the optimum investment strategy and financial plan
If previous advisers have sold you a dream of being able to “beat the markets” using investing tactics known only to them, working with us will be a breath of fresh air. Thanks to an evidence-based approach and 30 years of professional experience, we can devise a strategy that’s truly in tune with your needs.
To create a wealth management strategy that aligns with your goals, our team partners with carefully selected discretionary fund managers and model portfolio providers. Together, we apply proven, research-backed techniques inspired by Nobel Prize-winning academics. By focusing on structured, disciplined techniques that consider cost, risk, and market realities, we build a portfolio designed for lasting and sustainable growth.
4
Keeping things on track
The support you’ll enjoy from us goes far beyond simply implementing the recommendations in your tailored financial plan. At least once a year, you’ll meet with our team to review your portfolio and strategy, and ensure you’re on course to achieve your aims.
In your review meeting, you’ll get a detailed evaluation of portfolio performance against agreed benchmarks. You’ll also discuss tax allowances and legislative changes, and examine the broader market. This proactive approach allows us to make any necessary changes, for a financial plan that grows with you and your family for many years to come.
Our investment philosophy
If financial advice is ultimately about growing and protecting your wealth, you need to work with someone whose approach to that task is one you understand and agree with. Here’s ours.
Show me the philosophyKind words from our valued clients
Contact us
Whatever support you need, get in touch with our expert team today, and start a conversation that might just make a meaningful difference to your financial future.