0330 038 8940
Based in Godalming
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 July 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 June 2025
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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 July 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 June 2025
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
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Offers available through VouchedFor
Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Mark's clients
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Adviser Disclaimer
Registered Office: 2 Grove Park Court, Harrogate, HG1 4DPRegistered in England - Company Number 13520132 Oculus Wealth Management is a trading style of Oculus Wealth Management (Hampshire) Ltd which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority.