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Oracle Financial Planning Limited

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Oracle Financial Planning Limited

Overview:

Oracle Financial Planning Limited was founded with a clear vision of financial planning, investment excellence and the highest standard of accountability. We are an expanding and dedicated team of IFA’s who work to forge long term relationships with clients to ensure that their financial requirements are catered for throughout the different phases of life. We achieve this by developing personal relationships, applying our knowledge of our clients’ needs and the marketplace to every aspect of finance.

We aim to deliver the best possible financial planning service to all private and corporate clients at all times.

Private Clients:
General Insurance
Inheritance Tax Planning
Investment
Mortgages
Private Pensions
Tax
Wealth Management
Wills & Probate

Corporate Clients:
Business Protection
Corporate Finance
Corporate Pensions
Employee Benefits

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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