How it Works
Book Your First Online Meeting
Click on "Book your free initial consultation" and arrange a convenient time slot to chat with The Online Financial Adviser. This can be a telephone or video call.
Meet The Online Financial Adviser
During the video call, The Online Financial Adviser will answer questions, discuss your needs & financial goals.
Receive Tailored Advice
The advisor will prepare and present an individual financial plan to achieve your desired goals.
1. Discovery & Assessment
to find out more about you and your needs.
2. Research & Recommendation
to make certain our suggested financial plan meets your objectives.
to make sure your plan is both agreed and made ‘live’ in a hassle-free way.
4. Administration & Review
to ascertain if changing market conditions or personal circumstances require a shift in thinking.
Your Wealth Platform
1. Re-Connect to your Finances
Your Wealth Platform gives you all the tools and insights you need to reconnect with your finances and plan your financial future.
2. The power to master your money
Take control of your finances, get the best advice, and make the right decisions for you and your family.
3. See the complete picture
Your financial information analysed and gathered in one place giving you clarity and insight.
4. Keep your finances on track
Keep an eye on your money and always know what comes next in your investment strategy.
5. Achieve your goals
Work smart with your adviser: get reminders for scheduled meetings and go armed with the right information.
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.