Senior executives
and business owners
Your focus is on growing your business, leading teams, and achieving your professional ambitions. But is your wealth working as hard as you are? At Oculus Wealth Management Hampshire Limited, we specialize in helping senior executives and business owners like you unlock the true potential of your earnings through intelligent, strategic planning.
Transform professional success into personal security
From profit extraction to tax-efficient protection advice, we ensure your hard-earned wealth is structured and protected.
Our clients consistently describe us as trustworthy, dependable, and highly responsive. We understand the complexities of your financial landscape, and provide the clarity and guidance you need to make informed decisions.
At Oculus Wealth Management Hampshire Limited, we provide more than just advice – we offer true peace of mind.
Let’s talk about how we can help you make the most of your wealth. Contact us today for a free, no-obligation consultation.
Does this sound like you?
I need to extract profit from my business efficiently
I suspect I’m overpaying on tax and want to explore smarter solutions
My current adviser isn’t proactive or aligned with my goals
I need to know how much I need to sell my business for to reach financial freedom.
I want assurance that my loved ones are provided for, no matter what
I need to understand where my money is invested and why
How we’ll help you
Income Tax and Capital Gains Tax optimisation
Reduce your tax burden with expert advice designed to lawfully and effectively manage your liabilities.
Tax planning advice is not regulated by the Financial Conduct Authority.
Pension planning and retirement strategies
Take control of your future with tailored advice that ensures you’re on track for the retirement you deserve.
Cashflow modelling and retirement clarity
Understand your financial trajectory with precision. We help you answer critical questions such as “How much do I need to retire comfortably?” and “How much do I need to sell my business for to achieve financial freedom?” And we help you uncover the precise figure required to maintain your lifestyle in retirement.
Business continuity and legacy planning
Safeguard your wealth and provide for your loved ones through meticulous planning that considers succession, protection, and tax efficiency.
We also advise...
Wealthy individuals and families
Take me thereProfessional partners
Take me thereKind 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.