For many years, Oculus Godalming has supported individuals, families and business owners across Surrey and the surrounding areas with personalised financial planning and wealth management advice. Today, that same team continues to serve clients as part of Lync Wealth Management, combining the trusted relationships and local knowledge clients value with the wider expertise, resources and support of a national financial planning business.
As at 09 Oct 2026
Located in the heart of Godalming, Oculus Godalming has built long-standing relationships with individuals, families and business owners across Surrey, Hampshire and the surrounding areas. Over the years, the firm has earned the trust of its clients by providing personalised financial planning tailored to their goals, aspirations and changing circumstances.
Our approach has always been centred on understanding what matters most to each client. Whether planning for retirement, investing for the future, protecting loved ones or passing wealth to future generations, we believe financial advice should be personal, straightforward and built around individual needs. By taking the time to understand each client’s circumstances, we create plans designed to provide clarity and confidence at every stage of life.
Becoming part of Lync Wealth Management represents a natural next step in that journey. While the branding has changed, the people, relationships and commitment to personalised advice remain the same. Clients will continue to receive the support they have always valued from the team they know and trust.
As part of Lync, clients also benefit from access to a broader network of advisers, specialist expertise and enhanced resources. By combining our local knowledge with the strength of a growing national wealth management business, we are well positioned to support our clients for many years to come.
Financial Adviser
Administrator
Office Manager
Nathan
Stuart
Andy
Linda
Richard
Poncho
Joining Lync Wealth Management allows us to continue providing the personal service and trusted advice our clients value, while benefiting from the strength and resources of a wider financial planning business. You will continue to work with your existing adviser and local team, with access to the same office and the relationships you have built over time.
As part of Lync, clients benefit from a broader network of experienced advisers and specialists, a wider range of personal and business financial planning services, and enhanced technology and operational support. By combining local knowledge with national expertise, we are well placed to support your financial goals, both now and in the future.
Lync Wealth Management is a nationwide financial planning and wealth management business, supporting individuals, families and business owners across the UK. Our advisers take a long-term approach to financial planning, helping clients make informed decisions about their wealth, retirement, investments and financial future.
By bringing together experienced local advisers under one brand, we combine the personal service and relationships clients value with the resources, expertise and support of a larger organisation. This allows us to deliver high-quality financial planning while remaining focused on the needs of every client and community we serve.
Whether you’re an existing client or exploring financial advice for the first time, our aim is to help you plan with confidence and achieve your long-term financial goals.
Ready to take the next step towards your financial goals? Our experienced financial advisers are here to provide clear, personalised guidance and support.
Get in touch today and a member of the team will be delighted to help.
Yes. Oculus Godalming is now part of Lync Wealth Management. While our branding is changing, our commitment to delivering personalised financial advice and supporting our clients remains unchanged. You will continue to receive the same trusted service, now backed by the wider expertise and resources of Lync.
Yes. You will continue to work with the same adviser and support team you know and trust, ensuring continuity in the advice and service you receive.
If your previous adviser has not joined Lync, we will introduce you to another qualified adviser who is well placed to support your needs. We will communicate any changes clearly and well in advance to ensure a smooth and seamless transition.
No. Your local office remains in the same location. The only change you may notice is updated branding as we transition to Lync Wealth Management.
During the transition period, your existing phone number and email address will remain the same. If any contact details change once the transition to Lync Wealth Management is complete, we will notify all clients in advance and provide clear guidance on how to contact us. Our aim is to ensure there is no disruption to the service and support you receive.
No. The transition to Lync Wealth Management will not result in any immediate changes to your financial plan or investments. Any future recommendations will continue to be based on your individual circumstances, objectives and financial goals.
No action is required. We will keep you informed throughout the transition and will contact you directly if there is anything you need to review, update or complete.
Your personal information will continue to be handled securely and in accordance with UK GDPR and applicable data protection regulations. We remain committed to protecting your privacy and maintaining the confidentiality of your information.
As part of Lync Wealth Management, you have access to a broader range of financial planning, wealth management and specialist advisory services. This combines the personal support of your local office with the expertise of advisers and specialists from across the wider Lync network.
If you’re unsure who your adviser is, please contact us using the details provided on this page. A member of our team will be happy to assist and ensure you are connected with the appropriate adviser.
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