Tristan Scrivens
Director @Oculus Wealth Management Ltd
Guildford, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Director @Oculus Wealth Management Ltd
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Godalming, GB
SKILLS
ManagementInvestment StrategiesWealth Management ServicesSavingsInheritance Tax PlanningRelationship ManagementStrategic Financial PlanningRetirement PlanningPortfolio ManagementResidential MortgagesAsset ManagementInvestment AdvisoryCritical IllnessTrustsAsset AllocationWealthProtectionIncome ProtectionHigh Net Worth IndividualsMortgage LendingWealth ManagementGeneral InsuranceFinancial AnalysisFinancial AdvisoryInvestmentsFinancial PlanningPensionsInsuranceFinancial ServicesRetirement
ABOUT TRISTAN SCRIVENS
Specialties: I specialise in Independent Financial Advice regarding Pensions, Investments, General Insurance and Protection Insurance. I am able to use the whole of the market and can therefore offer the most suitable and most competitive products. We tailor the advice to suit the client’s needs and to achieve their goals.
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