Highclere Wealth are a financial planning and wealth management business who provide a whole of market advice service to private individuals, families, trustees and corporate bodies.

Highclere Wealth Management are a Berkshire, Hampshire & Oxfordshire based firm of Wealth managers who joined the Oculus Wealth Management Group in 2020. Based out of our countryside office in Woodspeen, to the west of Newbury, our stated goal is to provide our clients with financial security and freedom.

We provide holistic financial advice on investments, savings, retirement planning and non-investment insurance (for example Life Assurance, Private Medical Insurance & Critical Illness cover.)

We recommend investments from the whole of market but do not currently advise on certain types of unregulated collective investments which we believe have an inappropriate risk level for our clients.

Highclere Wealth

This department manages financial planning and operational processes to ensure efficient and effective organizational performance.

Highclere Wealth

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Teams

Finance and Operations

Offices

Highclere Wealth

Org chart

Teams

Finance and Operations

Offices

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