Oracle Wealth Limited
Experienced & professionally qualified to a very high level, additional qualifications allow Oracle Wealth to specialise on matters such as Pensions, Investments, Protection, Tax Planning and Mortgages.
Oracle Wealth provides high quality independent financial advice in a professional, attentive, friendly manner. Sophisticated solutions are delivered in a language that is understandable. Our individual & corporate clients, located locally and nationally, appreciate our fresh approach to financial matters. Experienced & professionally qualified to a very high level, additional qualifications allow Oracle Wealth to specialise on matters such as Pensions, Investments, Protection, Tax Planning and Mortgages. Our clients have told us they appreciate the simple fact that we really listen to them, and help them create a long-term financial strategy. Our clients value our formal commitment to them to meet and review their arrangements, at least once a year. This ensures their strategy remains realistic, flexible & suitable. Money may or may not motivate you, but not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfils your highest aspirations. We are independent financial planners. We are highly qualified, experienced, passionate and determined to help you succeed. Our job is all about listening to you and understanding what it is you want to achieve. It’s about exploring your values. Why is money important to you? If it isn’t, what motivates you? What things do you want to achieve in life? Once we’ve listened we can then create sophisticated solutions that make your life better, perfect perhaps....well perfect for you. We won’t overcomplicate matters, nor attempt to blind you with financial science.
Address: 10 The Grange, Kirby Hill, Boroughbridge, North Yorkshire YO51 9YB, United Kingdom
Phone: +44 1423 323 027
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