Highclere Wealth are a financial planning and wealth management business who provide a whole of market advice service to private individuals, families, trustees and corporate bodies. Highclere Wealth Management are a Berkshire, Hampshire & Oxfordshire based firm of Wealth managers who joined the Oculus Wealth Management Group in 2020. Based out of our countryside office in Woodspeen, to the west of Newbury, our stated goal is to provide our clients with financial security and freedom. We provide holistic financial advice on investments, savings, retirement planning and non-investment insurance (for example Life Assurance, Private Medical Insurance & Critical Illness cover.) We recommend investments from the whole of market but do not currently advise on certain types of unregulated collective investments which we believe have an inappropriate risk level for our clients.
| Website | http://www.highclerewealth.com |
| Employees | 6 (3 on RocketReach) |
| Address | 7 Lower Woodspeen Court, Newbury, England RG20 8BL, GB |
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| Industry | Financial Services |
| Keywords | Financial Planning, Wealth Management, Financial Advisor, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Wealth Preservation, Financial Consulting, Investment Advice, Private Wealth Management, Family Office, Trust Services, Corporate Financial Planning, Financial Solutions, Asset Management, Investment Strategies, Risk Management, Long Term Financial Planning |
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3 people are employed at Highclere Wealth.
Highclere Wealth is based in Newbury, England.
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