Meet the Team

Navigate Capital Management is proud to be part of the Oculus Wealth Management Group.

As an independently owned firm, Oculus works in conjunction with a large number of financial advisers providing support services, compliance and an award winning technology platform. The founding Directors Duncan Read and Peter Mutch have over 60 years combined experience and are Navigate Capital Management’s strategic partners.

 

Philip Warren

With over 30 years’ experience, Philip is a qualified Financial Adviser with Diploma status from the Chartered Insurance Institute and Personal Finance Society, and also a member of the Chartered Institute for Securities & Investment. He began his career at City Assurance Consultants, where he rose through the ranks to become CEO, after which he led a successful management buyout and seven years later sold the company.

Philip has an exceptional rate of client retention and takes great pleasure in his long-standing relationships with client’s families, many of which span decades and generations.

Philip is married to Annabel and has three daughters. He is keen on long walks with his working spaniel, Eddie, in the Surrey countryside; he is a qualified navigator and puts this to good use in various vintage aircraft at summer air shows. Philip also enjoys fly fishing and field sports and Is a Freeman of the City of London.

Mark Daunter

Mark has been helping private individuals, trustees, and their advisers with wealth management & financial planning matters for over 20 years. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society (FPFS) a Certified Financial Planner (CFP) and is also a member of the Chartered Institute for Securities and Investment (MCSI).

Mark previously worked at Chase de Vere Investments in Bath and then 15 years ago moved to John Scott & Partners, which through acquisition and organic growth became Tilney. Mark became a Partner at Tilney with responsibility for their Guildford office. He is excited about taking the skills learned in different environments and putting them to use in a ’boutique’ client focussed business.

Duncan Read – Oculus Managing Director

Duncan has worked in the advisory sector since leaving university. Prior to Oculus he was a founding and Managing Director of a large national IFA that was acquired by a FTSE 100 financial services company. As the founder of Oculus Wealth Management, his desire is to create a unique advisory business with integrity, service and quality as its core values. Duncan is a member of the Personal Finance Society and the Chartered Insurance Institute.

Peter Mutch – Oculus Director of Strategy

Since graduating from University in London , Peter has spent 28 years specialising in the delivery of financial advice to both corporate and personal clients. Having previously worked alongside Duncan for 14 years , Oculus is the culmination of that experience offering the ideal platform for advisers and clients alike.

Supporting the Advisers, is a dedicated and experienced back-office team who are on hand to promptly deal with client enquiries.