Case Studies - Ocaris Wealth Management

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Pension Planning

We help our clients to identity their longer-term aspirations and formulate a tax efficient plan to help them…
Investment Management

Initial design, implementation, and ongoing monitoring of a clear and comprehensive investment strategy,…
Retirement Planning

Explain the retirement options available and provide clear and comprehensive advice to help our clients to…
Inheritance Tax Mitigation

Ensure that our clients’ wealth is inherited tax efficiently by loved ones, by providing clear and…
Financial Protection

Identify and implement the protection needed for our clients, their families, and their business, to provide…
Life Planning

Life Planning is the process of discovering the full life we long to live and making it happen, no matter…

Overview

Trust, honesty and integrity — we have traditional values in building relationships on a foundation of…
Our Approach

Traditionally independent financial advisers and wealth management companies have been transactional led,…
Why Us

We understand that we are in a highly privileged position working with you on your financial needs and towards…
Investment Beliefs & Methodology

Our Investment Committee was established to initially select and monitor on an ongoing basis the performance…
Case Studies

Our case studies are a sample of how we work with our clients, and what we can achieve with our approach…

Overview

Ocaris Wealth Management Ltd is a company founded on traditional values delivering service through modern…
About

Ocaris Wealth Management Ltd is a Company established on strong moral principles based on trust and the strong…
The Team

We are extremely fortunate to have a highly experienced and very well qualified team of financial planners and…
Accreditations & Associations

The Chartered Financial Planner is a qualification for professional financial planners awarded by the…
News & Careers

Come and join our professional and dynamic team, where going the extra mile is the norm. At Ocaris, you will…
Environment & Conservation

Ocaris supports national conservation projects and pledges to make monthly donations to those striving to…

Book a one to one meeting

Please do not hesitate to contact us as we do not charge for initial meetings. We would love to hear from you.