Oracle Financial Planning Limited
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 re
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
Address: 4 Admiral Way, Doxford International, Sunderland, Tyne & Wear, SR3 3XW, United Kingdom
Phone: +44 845 388 8851
FAX:
