Traditional values, modern methods
Ocaris Wealth Management Ltd is a company founded on traditional values delivering service through modern methods. We provide a holistic lifestyle financial planning service to clients helping them to achieve life aspirations.
Trust is at the root of our principles. The team engender trust through our professional approach to our clients and their needs.
Ocaris Wealth Management Ltd is a Company established on strong moral principles based on trust and the strong belief that we can provide an advisory service second to none. Founded in 2021, with the purpose of developing a technologically enabled proposition that delivers the highest quality of service and advice with the client at the core of everything we do.
Our financial planning and administrative teams have the experience, knowledge and commitment to deliver on these principles.
The Ocaris Team
Jimeel Angel APFS MCSI RLP
Jimeel founded the business in 2021 out of a desire to build a business with trust, honesty and integrity at its core, delivering high quality advice and service through a technologically enabled business.
Jimeel is a Chartered Financial and Life Planner with over 25 years of industry experience. He started his career in 1997 as a stockbroker locally, after which he moved to London to become an International Equity and Foreign Exchange dealer. Jimeel made the move in to financial services in 2001, where he worked for two of the industry’s largest insurance companies, AEGON and AXA, before becoming an independent financial adviser in 2012. Whilst in this role he worked to gain Chartered status.
Jimeel’s passions are his family and helping people actualize their dreams by aligning their financial wellbeing to their life goals.
Jimeel is a family man and proud father of two. Away from work, he enjoys running, paddle boarding, snowboarding and all aspects of cycling. He holds belts in five different martial arts including black belts in both kung fu and kickboxing.
Jacqueline McGill BA Hons APFS
Chartered Financial Planner
Jacqueline has over 35 years’ experience in the financial services industry. Her career started in banking before taking a 4 year career break to obtain a degree in Financial Services. Jacqueline was then employed for 10 years by AEGON as a senior sales consultant after which she became an independent financial adviser. She has continued to study during her employment and qualified as a Chartered Financial Planner in June 2013.
Jacqueline treats the advice provided to her clients with the same care and attention to detail as she applies to her own financial affairs.
Jacqueline is married with 3 children and, away from work, she enjoys all aspects of cycling, skiing and walking with her family and dog in the New Forest where she lives.
Chris has spent a lifetime in the financial services industry founding a series of highly successful businesses ranging from Actuarial to Wealth Management companies and particularly the Private Pension industry.
He was one of the founders of the Self Invested Personal Pension (SIPP) industry 30 years ago and in 2009, founded Curtis Banks Plc which is one of the largest SIPP providers in the United Kingdom.
Allied to his comprehensive industry knowledge and his wealth of connections in the sector, this will guarantee the ability of Ocaris to become a leading player and to achieve its ambitions in the market.
Mike Crossen Dip FA MLIBF
Head of Business Risk
Mike has over 40 years’ experience in the financial services industry starting his career with National Provident Institution (NPI) back in 1980 where he spent 25 successful years finishing as the Branch Manager of their Southampton office. This was followed by 15 years as an IFA and Director of a large firm of Independent Financial Advisers in Southampton, where he headed up the company’s Investment Committee amongst other senior managerial roles. Here, Jim, Jacqui and Mike worked together for nearly 10 years.
Mike is also a proud family man with two grown up children and is a keen walker, golfer and sailor.
Head of Client Services
Sue has over 40 years’ experience in the financial services industry having previously worked for NPI (National Provident Institution) and then Marsh McLennan before joining a large regional firm of independent financial advisers as a senior administrator.
Sue has previously worked closely with Jimeel, Jacqui and Mike and is excited to be a part of a company whose foundations are based on integrity and providing the highest level of advice and service to its clients.
Sue is dedicated to delivering an outstanding service to all clients and works tirelessly to achieve this.
Sue is married and is a proud mother of two grown up children. Away from work, she enjoys walking the family dog, gardening, and fair-weather sailing.
Client Service Manager
Carly has been employed in the financial services industry for 11 years.
Carly was first employed by her father, who was a partner with St. James’s Place Wealth Management. She assisted with all aspects of the day to day running of the business which enabled Carly to gain a wealth of experience and build her industry knowledge.
Carly progressed within St James’s Place, ultimately becoming a client servicing specialist. Within her role she was also responsible for organising company seminars.
Carly is extremely organised with an attention to detail and a drive for excellence in everything she does. She has a bright outlook and a warm nature which enables her to develop meaningful client relationships.
Carly is a dedicated mother to her two children. She is very sociable and loves spending time with her family and friends. She also enjoys playing netball and is a member of a netball team.
Accreditations and associations
FCA regulation or authorisation means that a consumer can trust the firm. It ensures that the firm treats all consumers in compliance with the strict criteria laid out by the FCA.
As a result, consumers do not have to do extra research on the firm in making their final call.
CII – APFS
The Chartered Financial Planner is a qualification for professional financial planners awarded by the Chartered Insurance Institute. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard'.
The Privy Council authorised the CII to issue the Chartered title in 2005. Thus, a Chartered Financial Planner now carries comparable qualifications as other established professions such as Chartered Accountants and Chartered Surveyors.
CISI – MCSI
Attaining full Member status indicates a high level of knowledge in financial services as well as a commitment to the principles of professionalism, integrity and excellence. It is both a sign of achieving a higher level financial qualification, and of a desire for professional development to senior levels.
It is also a tangible demonstration of their commitment to ethical behaviour – all CISI members must complete an integrity test as well as sign up to a code of conduct.
A Registered Life Planner (RLP) is a designation for financial professionals who specialise in the human side of financial planning. Life planners know that peoples' goals, values, and personal experiences are inextricably tied to financial well-being.
They are trained to take a person's entire self into account when building financial strategies, to set people up for holistic financial success.
Careers at Ocaris
Come and join our professional and dynamic team, where going the extra mile is the norm. At Ocaris, you will be working for a company that cares about its employees wellbeing and personal development.
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.Get in touch