Oculus Wealth Management Godalming - Financial Advisers

Name: Oculus Wealth Management Godalming - Financial Advisers
Address: Milton House, 60 Chertsey St, Guildford, Surrey, GU1 4HL, UK
Telephone: 01483 339966
Rating: 5

Financial Planners

Milton House, 60 Chertsey St, Guildford GU1 4HL

01483 339966 Directions

Ratings

Opening Times

Monday

09:00 - 17:30

Tuesday

09:00 - 17:30

Wednesday

09:00 - 17:30

Thursday

09:00 - 17:30

Friday

09:00 - 17:30

Saturday

Closed

Sunday

Closed

Most Recent Comments

January 2019

I decided to retire and contacted Elm to clarify my pension options. Jim Bolus organised a SIP for me and has managed this since 2017. I am very happy and confident with the professionalism of both Jim and Elm Finance. Other members of my family have also used their services.
January 2018

I have all of my financial holdings run through Elm Financial. I went with the company firstly for both life and critical injury insurance. This cover was perfect for my needs and was explained and managed with full clarity to myself. I could have asked for a better service. This why I decide to put the rest of my financial... read full comment
January 2018

I was referred to Elm through a work colleague and initially wanted advice and support to setup a personal pension. In the subsequent 5 year period I have used Elm for all of my personal wealth management requirements, ranging from ISA accounts, to the creation of tailored growth investments, mortgage advice, etc. The firm... read full comment

More Comments(6)

From Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming Ltd are Financial Advisers based in the heart of Godalming. We have built and continue to build a reputation for quality advice and service to individual clients and businesses in Surrey, Hampshire and London. We provide expertise at every level of financial planning including pensions, investments, mortgages, protection, general insurance and inheritance tax planning. Our particular strength is in the trust and relationships established between us and our clients with regular contact updating and reviews. We are also connected with many other businesses allowing us to help you with other areas of Financial Planning such as Will Writing services, Solicitors and Investment Property.

Oculus Wealth Management Godalming - Financial Advisers

Financial Planners in Guildford Milton House, 60 Chertsey St, Guildford 01483 339966