The Online Financial Adviser offers peace of mind in a changing world
1. Online & Confidential
Painless, online and time efficient – you can contact The Online Financial Adviser from the comfort and safety of your own home or office.
2. Low Fees
Face to Face advisors usually tend to charge clients higher fees to compensate for the additional time of face to face meetings. Online meetings offset this inefficiency and additional costs.
3. Wealth Platform Client Portal
We appreciate many clients want to view their financial affairs online, and this can help optimise the time they spend with the Online Financial Adviser. Our clients have access to their financial information online, 24/7, Via our Wealth Platform.
Liam Wood | Chartered Financial Planner Fellow of the Personal Finance Society MSc, FPFS, EFP, CertCII (Life & Pensions, DM, MP & ER)
As the Online Financial Adviser, I believe that when it comes to your finances, ensuring you receive advice from the most qualified adviser should be your minimum requirement.
I am one of the few regulated advisers holding both Chartered Financial Planner status and being a Fellow of the Personal Financial Society (FPFS). The latter being the very highest designation awarded by the Personal Financial Society (PFS).
I have the following qualifications:
Masters Degree in Financial Planning and Business Management (MSc)
Fellow of the Personal Finance Society
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Equity Release
Certificate in Discretionary Investment Management
Certificate in Mortgage Advice
Certificate in Life & Pensions
Award in Long Term Care Insurance
I believe that online financial advice can be painless and time efficient, you contact The Online Financial Adviser from the comfort and safety of your own home or office.
Start the process with a Free Financial Health Check
The Online Financial Adviser will begin by reviewing your existing financial arrangements with investment, pension and protection providers to make sure that you are not paying excessive fees, have any underperforming funds and ultimately ensure you get the right advice that you need.
By making an investment, your capital is at risk. The value of your investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance.
What Clients Say About Us
“I recently asked Liam for some help and if he would look into some of my ‘Dusty Pensions’ for me. From the start Liam has been very helpful…. I would highly recommend Liam – His passion for managing money and wealth shines through and when talking to him, no question is a silly question”.
FMP Development Consultancy
First Class Service
“The customer service I received from Liam was first class - I never felt like I was being sold to, I felt that all the paperwork was handled in as efficient a way as possible by Liam and the communication was excellent both before, during and after the whole process of moving my pensions. I'd happily recommend Liam to anyone who is looking for solid, trustworthy advice about their pensions and how to make the best of them”.
Get in Touch for your Free Financial Health Check
Any news and/or views expressed within this website are intended as general information only and should not be viewed as a form of personal recommendation.
Claims referring to fees are based on the difference in chargeable time typically required for face to face advice compared with remotely-delivered advice.
To the extent permitted by law, Oculus Wealth accepts no duty of care or liability for loss occasioned to any person acting or refraining from acting as a result of any material contained within this article.