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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…

All Services

  • 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…

What We Do

  • 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

    B Corp Certification is a designation that a business is meeting high standards of verified performance,…

  • 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…

Our Company

Contact Us

Small Print

If you need to make
a complaint

Small Print

Ocaris have a complaints procedure and we can provide further details on request at https://www.ocaris.co.uk/contact/  

If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services businesses and their clients. Full details are available at www.financial-ombudsman.org.uk.

Last Edit: 18 April 2023

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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