Highclere Wealth
Highclere Wealth is a financial planning business that manages and grows clients' wealth. They work with partners of legal and accountancy practices, as well as family businesses.
- Wealth Management
- Investment Advice
- Financial Planning
- Family Office Services
Locations
Digital Popularity
Social Media
LinkedIn46 Followers
Competitors
Fusion Group is a group of financial services companies specialising in investment and wealth management, financial planning, and corporate risk advisory services, headquartered in London.
Company Details
Highclere Wealth is operated by Oculus Wealth Management (Newbury) Limited and is a Active company incorporated on 10 September 2020 with the registered office located in Newbury, Berkshire. Oculus Wealth Management (Newbury) Limited was registered 5 years ago.
Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
6
Turnover
Unreported
Total Assets
£186.94K
Cash in Bank
Unreported
Total Liabilities
-£125.43K
Teams
4
3
3
1
Operations Manager • Joined Jan 2024
Director - Financial Adviser • Joined Jun 2018
Financial Adviser • Joined Dec 2020
Paraplanner • Joined Mar 2019
Director - Financial Adviser • Joined Jun 2018
Financial Adviser • Joined Dec 2020
Paraplanner • Joined Mar 2019
Operations Manager • Joined Jan 2024
Director - Financial Adviser • Joined Jun 2018
Financial Adviser • Joined Dec 2020
Paraplanner • Joined Mar 2019