Oculus is an independently owned firm of wealth managers with its head office in Harrogate, North Yorkshire. The founding Directors have in excess of 60 years financial services experience and in Oculus have created a transparent, client centric advice business. Central to the advice offering is the strategic use of quality third party institutions to complement the traditional financial planning process. Through the network of offices, Oculus provides quality bespoke client services whilst truly respecting the key core principles of ‘Treating Customers Fairly’.
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Oculus Wealth Management Ltd Questions
The Oculus Wealth Management Ltd annual revenue was $10.3 million in 2026.
Phillip Wood is the Director and Wealth Manager at Oculus Wealth Management (Leicestershire) Ltd. of Oculus Wealth Management Ltd.
37 people are employed at Oculus Wealth Management Ltd.
Oculus Wealth Management Ltd is based in Bury St Edmunds, Suffolk.
The NAICS codes for Oculus Wealth Management Ltd are [523, 5239, 52, 52399].
The SIC codes for Oculus Wealth Management Ltd are [62, 628].
Top Oculus Wealth Management Ltd Employees
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Steven Wilby
Wealth Manager at Oculus Wealth Management Ltd
United Kingdom1 -
Andrew M.
Director at Oculus Wealth Management Ltd
United Kingdom1
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