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What We Do

Pension and investment planning for the journey

Trust, honesty and integrity — we have traditional values in building relationships on a foundation of trust and simple human relationships.

The approach we take

Traditionally independent financial advisers and wealth management companies have been transactional led, meaning that they have a significant input in the early stages of product selection and purchase but have very little client contact beyond this point. The Ocaris approach is very different, and our clients are always assured of the highest standard of care and attention at all times.

At Ocaris Wealth Management Ltd the proposition focuses on the relationship with our clients. Our relationship is the priority and at Ocaris we believe that the person is the plan. The team are proactive in our engagement, and regular review meetings will ensure that the initial and subsequent recommendations remain appropriate and on track towards your life aspirations. We take an active role in the ongoing portfolio governance by monitoring the performance and service provided by our investment partners. The Ocaris Investment Committee facilitates much of this governance.

Why us?

  • Personal attention

    We understand that we are in a highly privileged position working with you on your financial needs and towards attainment of your life aspirations. Both your adviser and client support team are committed to helping you achieve this.

  • Service, service, service

    We strive to deliver an excellent service in a professional, yet approachable, manner for all clients from across the business. We provide our clients with published service standards which we endeavour to strictly adhere to.

  • Use of technology

    We believe in embracing cutting edge technology to empower clients and to drive efficiencies, delivering high value and an excellent service to our clients.

  • Adviser alignment

    We believe in diversity and have a team of advisers that reflects this. We know at least one will be compatible with the appropriate needs. At the end of the day this is a people business; we know we have the right people!

  • Face to face meetings

    We believe in meeting clients in person. All our new clients are offered an initial face to face meeting at no charge. We recommend that subsequent review meetings are also conducted in person and are costed through the fee structure agreed with clients at the outset of the advice process.

  • True financial planning

    Financial planning is not about products. It is based in a deep understanding of client’s financial needs and life aspirations. This will ultimately deliver a financial plan that links meaning to money.

Investment beliefs and methodology

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