Elm Will Writers is a distinguished financial advisory and legal services firm specializing in comprehensive estate planning and wealth management solutions. Operating under the trading style of Oculus Wealth Management, they stand out for their client-centric approach, offering clear, jargon-free advice to secure the financial futures of individuals, families, and businesses.
Their process begins with attentive listening to understand each client’s unique needs, goals, and dreams, forming the foundation for tailored financial plans. With a focus on protection and future security, they provide expert guidance on a wide range of financial products and legal instruments, ensuring clients’ assets and loved ones are safeguarded. They cater to private individuals, families, and businesses of all sizes seeking structured, achievable financial and estate planning.
Services Offered
- Estate Planning Lawyer Services
- Financial Advisory
- Financial Planning
- Investment Advice
- Taxation Advice
- Life Assurance Services
- Wealth Management
- Pensions Advice
- Insurance Brokerage
- Legal Services
- Life Insurance Agency Services
Based in Godalming, Surrey, they serve clients across the UK, adhering to the UK regulatory regime. The firm is an appointed representative of Oculus Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority, ensuring trusted and compliant financial guidance.
