It is certainly not the promise of untold wealth.
OEICS, ISA’s, Unit Trusts, Onshore Bonds, Offshore Bonds, SIPP’s? These are the product names that we are familiar with, or “tax wrappers”. The means to an end. The thing that differentiates them from one another is legislation, rules and regulations.
No, the perfect investment is the one that meets your expectations. Our job is to listen to you, to get to know you and understand your expectations and values; what is the money for, what amount of return would you like, when will you want the money, what kind of access do you need to it, are you investing for growth, or do you want to generate income, if so how much?
Susan was a successful Marketing Manager who we helped following her redundancy. She was unsure what to do with her redundancy pay-out and the not so small matter of when she would find work again was also troubling her.
I feel that you have my best interests at heart. When I first approached you I was worried that putting my affairs in order would be confusing & expensive, thanks to you this has not been the case. You have helped me make the right decisions based on the knowledge you provided.
Once we appreciate what it is you want to achieve, we determine how much (if any) investment risk you either need or are prepared to take to meet your objectives.
The Oracle Wealth Investment process creates a framework for us to discuss your needs & expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio of funds to match, in as tax efficient manner as possible.
And we’ll do all of this in a language you understand.
© Oracle Wealth Limited 2014
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