Ocaris Wealth Management Ltd provides personalized financial planning and wealth management services. The company focuses on creating tailored financial strategies for its clients, covering areas such as investment management, retirement planning, inheritance tax planning, and financial protection. As an appointed representative of The Openwork Partnership, a large UK financial advice network, Ocaris operates under the regulatory umbrella of Openwork Limited, which is authorized and regulated by the Financial Conduct Authority (FCA). This structure allows them to offer a wide range of products and services while adhering to strict regulatory standards.

Founded in

United Kingdom