Oculus Wealth Management Godalming - Financial Advisers - Godalming

Richard Reincke

Oculus Wealth provided us with a review of our pensions, investments and wills and we were very impressed with the advice given by Tristan. He was quick to point out shortcomings in our financial management and gave us the independent advice we needed and he and his team have been a huge support for us and are in touch on a regular basis to ensure that we are fully up to date with all the financial challenges of the modern world.

Jonathan Lister

As our financial advisor, Tristan has provided expert advice and support with all financial matters including numerous insurance policies and pension support for many years, and now into our retirement years the benefits are being seen.
All investments seem to perform as expected and the hands-on attitude inspires confidence. We have always received very comprehensive support clearly and helpfully that made financial matters easy to understand and evaluate, Tristan's guidance and personal care give true confidence and reassurance when facing financial decisions.
It is not solely Tristan but the support and office team he has built up ensures that many aspects including will-writing and POA are easily available. The administration response is exceptional, always very prompt and caring.
I always recommend Tristan to friends and colleagues as the results he produces are considerable, a true professional.

Sarika Laxman

A massive thank you to Alison and Tristan for all the advice and help with setting up our life insurance cover. The support was outstanding, always friendly and very patient! I wouldn’t hesitate to recommend them. Richard also arranged our wills, very professional and helpful throughout the process.

Carla McRoberts

Professional, knowledgeable and courteous. I found they were on top of all recent tax and regulatory matters and were able to skilfully guide us and plan our retirement. Always a pleasure to deal with and have given us first class advice. We trust the wholeheartedly.

Duncan Collins

Tina Turner said it: "I hang on every word you say". And I do. the financial acumen, wisdom and success of this team is unparalleled. Simply the best.

Shammy Ma

Richard understood what we wanted and talked through everything with us. He answered all our questions clearly and promptly. The Wills were completed in the timescales agreed. Extremely satisfied with the process, thank you. Sam and Mei.

Ziggy Kolker

I used the ELM will writing service and found Richard Nowicki to be both friendly and efficient, and he offered me plenty of relevant advice. I would definitely recommend him.
I also had a very good meeting with Alison Hunt and Tristan Scrivens at Oculus Wealth Management. They were patient, courteous and professional and I was given plenty of excellent advice. Again, I can strongly recommend the.

Michael

We had a great experience with Richard at Elm Financial. He helped guide us through the process of writing what was our first ever wills. He was very patient, understanding and clear, guiding us through things to consider under different scenarios to ensure we would achieve the outcomes we wanted for our family.

Overall a fantastic experience and I highly recommend Richard to others.