Top 10 Independent (IFAs) & Restricted Financial Advisers in Beetham
Find the best FCA regulated financial advisers in Beetham. Get expert help near you with pensions, investments, retirement planning and more

Oculus Wealth Management – Sebastian Culpan-Scott
Bournemouth
Initial consultation free
FCA verified
Independent
We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
Clients
helped
helped
64
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you
Clients
helped
helped
259
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2154
Minimum
wealth
wealth
£0+
Meet the team
L
Can help with
Investments
Savings

I see my primary role as someone to support you through your financial journey and being that person you can rely on to help achieve your short, medium and long-term goals for both yourself and your family. I specialise in pensions, investments and tax.
Clients
helped
helped
96
Minimum
wealth
wealth
£100k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
39015
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Beetham


