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.
Company Details
- Employees
- 5
- Address
- 7 Lower Woodspeen Court, Newbury,england Rg20 8bl,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.highclerewealth.com
- HQ
- Newbury, England
Highclere Wealth Questions
Highclere Wealth's website is http://www.highclerewealth.com
Highclere Wealth's LinkedIn profile is https://uk.linkedin.com/company/highclere-wealth
Highclere Wealth has
5 employees.
View email and phone details for 5
employees at Highclere Wealth.
Highclere Wealth's industry is
Financial Services
Highclere Wealth's top competitors are
Tallis House,
Pennymatters Limited,
Options Wealth,
Hurley Partners,
Giles Warren Financial Ltd,
Wealthspace,
Park Modern,
The Bitcoin Ifa,
Brilliance Financial Planning Ltd,
Bluetide Technology.
Highclere Wealth's categories are Financial Services
