Oculus Wealth Management (Home Counties) Limited

I have been advising high-net-worth clients for nearly 20 years, helping them achieve their investment goals and broader financial aspirations. With a deep understanding of financial markets, I provide tailored strategies to preserve and grow wealth while aligning financial plans with long-term objectives.

I spent 11 years as a Wealth Manager at Coutts’ head office in the Strand, followed by 5 years at a boutique Wealth Management firm in London and now working with Oculus Wealth Management.

Throughout my career, I have developed extensive expertise across a wide range of financial investments and instruments, ensuring my clients receive informed and strategic guidance.

As a Chartered Financial Planner, I hold a degree in Banking, Finance, and Risk Management, a postgraduate diploma in Information Technology, and a certificate in Private Client Investment Advice & Management. This diverse background allows me to bring a high level of professionalism, insight, and trust to my client relationships. My approach is centred on building lasting partnerships and delivering strategic financial solutions.

I have clients throughout the UK and please, look at some of the testimonials.