OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED

Company profile: OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED is an FCA-regulated independent financial advisory entity within the Oculus Wealth Management network, registered at 2 Grove Park Court, Harrogate, North Yorkshire, HG1 4DP, which is the group headquarters address. Oculus Wealth Management is a nationwide network of experienced Independent Financial Advisers and Wealth Managers, all of whom operate as appointed representatives of the principal firm. The network was founded in 2014 and was acquired by Benchmark in April 2025, and provides independent financial planning covering investments, pension portfolio management, retirement planning, life assurance, and wealth structuring across the UK. The New Forest entity is one of several regional advisory vehicles within the group alongside entities covering the Home Counties, Chilterns, Hampshire, Greater London, Adventus, and other regions, reflecting the appointment of individual advisers operating within the national regulatory structure from their local areas. The group headquarters in Harrogate serves as the operational and compliance hub for all regional entities. Contact channels and how they were verified: The group website oculuswealth.co.uk is the confirmed brand site for the entity at the registered Harrogate address, confirmed via brand site inspection. The telephone number 01423 369362 and email info@oculuswealth.com were both extracted from the brand website contact page and correspond to the group headquarters at 2 Grove Park Court, Harrogate. A LinkedIn company page at /company/oculus-wealth-management-ltd was confirmed in search results as an active profile for the group. How to approach this company: OCULUS WEALTH MANAGEMENT (NEW FOREST) LIMITED is best approached as part of the broader Oculus Wealth Management group, with the group email and Harrogate phone as the entry points. Relevant propositions include financial planning technology, compliance and regulatory software, professional indemnity insurance, investment platform partnerships, and advisor network services relevant to an FCA-regulated IFA network with regional advisory practices across the UK. Out of scope: No dedicated social media for the New Forest regional entity was found separately from the group brand. The acquisition by Benchmark may have changed some contact pathways; the contact page channels reflect the position at the time of research.