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Investment

Making the right financial decisions is now more important than ever. But this is not easily achieved without the right expert and ongoing advice.

At Oracle Financial Planning our main aim is to ensure the money you have works harder for you – to maximise your investments and provide the security and income you require now and in the future.

Whether you are an experienced investor or, as yet, thinking about creating a portfolio, we can guide you to the most appropriate types of investments, taking into account your tax, income and growth requirements.

Our experienced team will help you take advantage of a range of options.

Our advisers are available for a free, no-obligation initial meeting call us now on 0845 388 8851 or request a call back.

We offer advice on:

  • Individual savings account (ISA’s)
  • Unit Trusts
  • Investment trusts
  • Open Ended Investment Companies
  • Investment Bonds
  • Structured Products
  • Shares
  • Venture Capital Trust (VCT)
  • Exchange Traded Fund (ETF)
  • property insurance
  • vehicle insurance
  • commercial insurance
  • personal insurance
  • life protection
  • mortgage quotes