Ocaris Wealth Management - Ferndown

Jeremy H.

I have used Ocaris to manage my pension and investment portfolio for the past couple of years. I moved to Ocaris when my IFA Jacqui joined them, I had been with Jacqui for over ten years previously and value her advice and recommendations.

I am very satisfied with the level of service provided and the quality of the advice given. My funds continue to be well managed, I am kept informed and Ocaris provides all the services I need.

Ocaris provide a good portal for reviewing investments as well as regular updates on fund performance and market insights.

I feel confident that my funds are well looked after and I intend to stay with Ocaris going forwards.

Lynn J.

We have been receiving advice from Jacqueline McGill now for several years and when Jacqui joined Ocaris, we moved our portfolio too. Jacqui has been professional, approachable, thorough and very good at explaining every step. We would not hesitate to recommend Jacqui. Our dealings with the wider Ocaris team have also been positive. All members that we have dealt with have been very supportive and willing to help. Ocaris appear to value their staff and we feel this is then passed onto their clients too.

John B.

Had the very good fortune to be introduced to Jacqui whilst she worked at her previous company. When she told us of her plans, and what indeed Ocaris stood for, we had absolutely no hesitation in following her to the pastures new. Our firm belief was, and still very much is, that we believed in Jacqui. Her attention to detail is absolutely superb, her encyclopaedic knowledge of wealth management and the myriad options, also second to none, and her ability to make us feel like we are her only clients is both very natural and comforting (I know we're not obviously, but it's an art form to make us feel that way!). Thank you Jacqui, and to all the team at Ocaris, for all your hardwork and professionalism...we feel very lucky to be one of your clients.

Steve D.

The managing director is the key to why this organisation is going places. He has assembled a team of people to create exactly what we need; a wealth management company genuinely focussed on you, the customer, not money per se.

I have known him for about eight years; he has an impeccable grounding in all matters financial and is able to convert that knowledge to a level to suit your understanding, vital in such matters of tax planning, pension planning, and general forward planning for your money, when this is not your core skill. His team will do the same.

I ‘hand on heart’ sincerely recommend anyone looking for advice in this field to make the call to Ocaris Wealth Management Ltd.

privatefly

I believe I was the very first client to transfer all my financial affairs, including my SIPP to Jacqui McGill at Ocaris Wealth Management Limited - I cannot praise the company in general and Jacqui in particular highly enough. Although she is a very busy person she always has time to answer questions and if she doesn't have to answer to hand she will respond very rapidly. When all one's financial future is in the hands of one Company it is important to know that the company is professional, ethical and reactive. I truly believe this to be the case with Jacqui and Ocaris.

Gareth M.

Very impressed with the financial advice and expertise provided by Ocaris. Had my annual review last week and covered areas as varied as pensions, investments, child benefits and trust funds. Jimeel answered all my questions and explained technicalities in a way I could understand. The adminstration staff are also excellent and always happy to speak to you on the phone and help in whatever way they can. Thank you Ocaris!

Richard D.

Ocaris have advised me and managed my pension since I moved to them about 3 years ago. I have known Jimeel, the managing director for about 7 years. He's been instrumental in putting together a fantastic team, which is based on his ethical values of integrity, trust and honesty. I feel very valued as a customer and have utmost confidence in the advice given. Jimeel is all about helping you realise your dreams and life goals. He does this by managing your pension in such a way that you get to enjoy life while you're still young enough, but still ensures sensible planning is maintained for life long security.
The entire team are wonderful and they are always available for any questions or queries, usually replying to messages within an hour or so. I am very pleased with the gold plated service I receive. Thank you everyone at Ocaris.

Judith D.

I met with Jacqui via Teams yesterday to discuss my pension options. What to do with my hard earned money after 40 years service was always going to be a difficult decision, but Jacqui immediately put me at ease & was extremely approachable, knowledgeable & helpful. We discussed various options & came to the best option for me; I cannot thank her enough for her help & advice, and would recommend her services to anyone.
Thanks Jacqui, you are a star.