Private wealth management and independent financial advice

Providing bespoke, independent financial advice to help you manage, protect and grow your wealth with confidence.

Our services

We believe exceptional wealth management begins with strong relationships. Our foundation is built on expertise, mutual trust, and attentive service tailored to each client's needs. In an era dominated by standardised, impersonal offerings, we distinguish ourselves through a bespoke, client-centric ethos.

Private Wealth Management

Private wealth management

Crafting a tailored financial plan using your unique circumstances to help you to protect and grow your wealth, save for retirement, fund education, or achieve other personal goals.

life insurance and inheritance tax

Entrepreneurial & executive wealth planning

Advanced business and financial planning for high value liquidity events, from IPOs to strategic exits, aligning capital deployment, tax mitigation, and legacy wealth creation for long term financial security.

pensions consolidation

Wealth succession planning

Ensuring your wealth transitions smoothly to the next generation, by minimising estate taxes, and utilising tools such as trusts to ensure that your wishes are met.

Schedule a complimentary wealth consultation

Unlock tailored wealth solutions with an expert who understands your individual circumstances.

business and financial planning

About us

  • Oculus is a nationwide network of highly qualified and experienced independent financial advisers and wealth managers.

    The group advises on over £4 billion in assets for over 2,000 families. A testament to our model’s strength and further validated by a significant investment from Schroders plc, a FTSE 100 company overseeing £778 billion in assets globally. Though Oculus remains fully independent.

  • Our purpose is to serve as the trusted wealth manager for entrepreneurs, executives, inheritance beneficiaries and their families.

    We are committed to delivering clear, strategic advice to help you manage, protect and grow your wealth: For today and generations to come.

    With a tailored approach that evolves to your changing circumstances, enabling you to progress through your financial life with confidence and peace of mind.

  • Oculus wealth offers the perfect balance between independence and security. Advisors are able to provide clients with bespoke, independent financial advice, whilst being backed by the resources and credibility of one of the largest and most prominent investment firms in the United Kingdom.

pensions and tax relief

Sebastian Culpan-Scott

Chartered Wealth Manager & Director

  • Sebastian brings over a decade of investment and financial expertise to his clients, with the majority of his career spent at Investec Wealth & Investment. He managed and advised on over £100m in client wealth, developing a comprehensive understanding of bespoke investment strategies, generational wealth preservation, and growth techniques.

    His approach is built on trust, long-term vision, and a commitment to excellence. He understands that true financial advice is not just about numbers, it’s about creating certainty in an uncertain world and ensuring that every decision aligns with his clients’ financial and personal aspirations.

    Sebastian is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

  • Sebastian’s qualifications reflect his dedication to financial excellence:

    • CISI Level 7 Diploma in Wealth Management

    • CISI Level 6 Certificate in Advanced Financial Planning

    • CISI Level 4 Diploma in Investment Advice

    • CISI Level 4 Certificate in Paraplanning

    • CFA Level 4 Certificate in ESG Investing

  • Outside of wealth management, Sebastian embraces an active and adventurous lifestyle with his fiancée. A passionate traveller, he has been fortunate enough to explore parts of America, Canada, Europe, Australia, and New Zealand.

    Sebastian also has a keen interest in both health and fitness. He has boxed for a number of years and was previously part of the Elite Player Development Programme at Bath Rugby Academy. Beyond traditional fitness, he is also interested in learning ways to optimise human performance through biohacking and other health protocols.

Trusted perspectives

“Seb is smart, calm and considered - essential when planning can be emotive for even the most experienced business person!”

Let’s connect

Speak with a Chartered Wealth Manager today. Start your journey towards strategic, stress-free wealth management tailored to your goals.