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Wealth Management

Wealth of Experience

At Oracle our wealth management service combines investment, tax, trusts, pensions and estate planning skills into a coherent whole. Overlaid by strategic advice our service is delivered by an experienced individual. Our goal is to become the client’s genuinely trusted adviser.

From the outset of the relationship, we gather information on the broad spread of potential client affairs and can advise on the strategic and structural issues that cross the different investment, tax and often pensions disciplines. These issues typically progress through residence, domicile, family, employer equity value crystallisation, retirement management and estate planning issues. This is underpinned by investment management to meet the client’s strategic objectives. Our investment offering is also taken by many clients on a stand-alone basis.

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

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