Oculus Wealth Management Ltd
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’.
7-day free trial · no credit card
Verified contacts
38
available on Kipplo
LinkedIn employees
55
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
Sign up free to see all 38 verified contacts at Oculus Wealth Management Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
38 contacts with verified email or phone · masked until revealed.
- BS
Becky Shoon
Office Manager · Operations
EmailPhone - AG
Alex Gordon
Financial Adviser Director at Oculus Wealth Management · Other
EmailPhone - AH
Angela Haythorne
Director and Chartered Financial Planner · Finance & Accounting
EmailPhone - HP
Hugh Phillips-Baker
Financial Director · Finance & Accounting
EmailPhone - KM
Kaleem Mohammed
Director, Client Advisor, Wealth Manager · Finance & Accounting
EmailPhone - KM
Kaleem Mohammed
Director, Client Advisor, Wealth Manager · Finance & Accounting
EmailPhone - MB
Martin Bacon
Director · General Business & Management
EmailPhone - MB
Martyn Bailey
Director and Chartered Financial Planner · Finance & Accounting
EmailPhone - PF
Paul Fisher
Director · General Business & Management
EmailPhone
Showing 9 of 38 verified contacts
Top roles at Oculus Wealth Management Ltd
23 distinct titles indexed · top 10 shown.
- 8director
- 2director & chartered wealth manager
- 2director and chartered financial planner
- 2director, client advisor, wealth manager
- 2financial advisor
- 2management accountant
- 2operations manager
- 1administration supervisor
- 1administrator
- 1client support specialist
- +13more titles
Sign up to unlock all 38 contacts at Oculus Wealth Management Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 38 verified contacts at Oculus Wealth Management Ltd
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.