Ocaris Wealth Management
Ocaris Wealth Management Ltd is a company that offers a lifestyle financial planning service to clients, assisting them in achieving their life aspirations.
- Life Planning
- Pension Planning
- Retirement Planning
- Financial Protection
- Investment Management
- Inheritance Tax Mitigation
Locations
Digital Popularity
Social Media
LinkedIn116 Followers
Competitors
NorthStar Wealth Management is an award-winning independent financial planning firm that helps clients take control of their money, grow their wealth, and plan for a more certain future.
Evelyn Partners is the UK's leading integrated wealth management and professional services group, dedicated to helping clients manage their financial lives through expert advice and tailored solutions.
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
Company Details
Ocaris Wealth Management is operated by Ocaris Wealth Management Ltd and is a Active company incorporated on 30 July 2021 with the registered office located in Ferndown, Dorset. Ocaris Wealth Management Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
2
Age
4 years old
Employees
10
Turnover
Unreported
Total Assets
£508.4K
Cash in Bank
£229.33K
Total Liabilities
-£345.41K
Teams
7
Office Manager
Operations Director • Joined Apr 2024
Head Of Advisory Services • Joined Mar 2022
Managing Director & Chartered Financial Planner • Joined Aug 2021
Client Services & Analytics Associate • Joined Oct 2023
Independent Financial Adviser • Joined Dec 2022
Independent Financial Planner • Joined Jun 2022