Oculus Wealth Management - Stephen Pountney
Initial consultation free
Independent
With a presence in Truro, we offer fully Independent Financial Advice for our client's across the region. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
We can advise you on
Clients
helped
200helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£50k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr stephen pountney
Financial Adviser
What our clients say
a
AW
Great engagement & service from Steve, providing expert advice that was easy to understand in respect of my complex pension arrangements.
r
Ross
Really engaging & professional. Was very diligent and provided us with a great service. He was able to tailor our pension planning to allow us to relax and focus on enjoin our retirement.
sk
Simon K
Excellent service provided in respect of my savings and investment portfolio. His advice was exceptional, and we have introduced several of our friends and family to him over the last few years.
a
Alexandra
Really smart guy, he gave us many options that our accountant had missed. From a tax position we are much better off, and our money is now working really smarter. We have an ongoing service with...
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