Ocaris Wealth Management Ltd - Southampton

Lynn Jones

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 Brennen

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.

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.

Steve Dunthorne

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.

Helen Wetton

We had a very good experience with Ocaris. Jacqueline was extremely knowledgeable and helpful without putting any pressure on us.

Gareth Morris

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 Day

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.

Louise Nicholls

I have found Ocaris to be extremely helpful, knowledgeable and supportive in helping me to gain a better understanding of my financial situation. I cannot thank them enough for their help and support and would definitely recommend their service to anyone. Thank you!