Independent advice, delivered with care
Independent wealth management
Nascentia Wealth is a well established Wealth Management practice based near Leeds. We work primarily with individuals but also have businesses, trusts and charities as part of our client base.
Boutique with scale
We provide ‘whole of market’ advice enabling us to source a wide range of solutions to meet all client needs. We are part of the wider Oculus group that has over £4bn assets under management across a number of boutique firms similar to us nationwide. This gives us scale and reach to offer market leading solutions, whilst also being able to negotiate preferential terms for our clients with various providers.
Personal service, without compromise.
At Nascentia Wealth we limit the number of clients that we’re responsible for, allowing us to provide a top level boutique-style service to all our clients. This means having the time to provide swift solutions to unforeseen problems, or being able to spend the correct amount of time doing detailed financial planning. We think fewer clients equals a better service.
Get in touch to learn more about our minimum requirements.
Start your journey
Connect with Nascentia Wealth to discuss your goals in confidence. All enquiries are treated with discretion and care.