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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.

About Ocaris

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

Accreditations and associations

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.

We do not have any vacancies right now, but please feel free to get in touch with your CV

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Our pledge to the environment

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

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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.

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