Why choose us?
Working with a financial adviser for the first time, or switching from a previous adviser, requires careful consideration. Here are some of the things that set us apart.
Proven results, glowing reviews
When you work with Oculus Wealth Management, you benefit from the expertise of our director and Chartered Financial Planner, Mark Daunter. As a highly qualified and experienced professional, Mark has the kind of wisdom that can have a transformative effect on your future. But don’t just take our word for it.
You’ll find dozens of examples of five-star feedback on our profile page on VouchedFor, the UK’s leading independent review site for financial advisers. In fact, thanks to reviews from successful individuals just like you, we’ve been recognised as a VouchedFor Top Rated Advice Firm – one of only a handful in the country. Click or tap on the logo to visit our VouchedFor page, or scroll down to read the reviews for yourself.
How we are different
Fiercely principled and personalised
Many large corporate firms, such as the ones our founder Mark Daunter worked at for many years, are backed by private equity. Large wealth management firms often offer bonuses to advisers who hit their targets, namely the number of new clients they can gather. With Oculus Wealth Management, Mark has moved away from this impersonal approach, instead creating a client experience where you and your needs always come first.
A unique and fair charging structure
Our charging structure is designed with fairness and transparency in mind. As your wealth reaches a certain level, our fees become increasingly competitive, with additional assets managed at no further cost. And while all clients enjoy a straightforward, honest pricing model, this approach ensures that high-net-worth clients benefit from particularly exceptional value. You’ll always receive advice tailored to your needs, free from conflicts of interest or sales-driven incentives.
Support that goes beyond mere advice
While other financial advisers may be content to take your money, set up a portfolio, and leave it at that until your annual review, you get much more from us. Our team will spend time coaching you on how investments actually work. You’ll learn how to avoid acting emotionally or fixating on market timing. By understanding how to approach investing properly, you’ll feel much better about the process.
A close-knit, agile team at your service
Since our team members look after comparatively few households, they’ll always have time for you. You’ll enjoy the kind of flexible support that only a smaller business can provide. Our modest size doesn’t mean any aspect of your experience or performance will be compromised, however. With the might of the wider Oculus Wealth Management network behind them, our experts can deliver the answers you need, fast.
Kind 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.