Oculus Wealth Management - Stephen Pountney
Initial consultation free
Independent
With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every client's personal requirements.
We can advise you on
Clients
helped
252helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£50k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Stephen Pountney
Financial Adviser
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