Mark Daunter

Mark Daunter

Oculus Wealth Management Hampshire Ltd

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Godalming
View location

Verified since: June, 2024

4.9 out of 5

35 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 September 2026

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 June 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Mark has provided information on their typical fees

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About

I help private clients, entrepreneurs and business owners plan their finances and invest their capital more effectively. I am a Chartered Financial Planner, a Fellow of the Personal Finance Society (FPFS) a Certified Financial Planner (CFP) and also a member of the Chartered Institute for Securities and Investment (MCSI). I set up Oculus Wealth Management (Hampshire) Ltd, with the aim of creating a business that combined high quality financial planning with the ability to select leading investment solutions from the whole market, tailored to the needs of the individual. By limiting the number of people for whom we act, we are able to provide each with more time and attention than they would receive from a large ‘corporate’ firm. We are located in Godalming - Surrey, but can deal with clients located throughout the UK via Teams or Zoom. Do please drop me a line to get in touch - mark.daunter@oculuswealth.com