What is a perfect investment?

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?

The perfect investment is the one that meets your expectations

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.

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PERFECT INVESTMENTS

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PERFECT PROTECTION

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PERFECT RETIREMENT

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PERFECT LEGACY

OUR HAPPY CLIENTS

"Hayden has advised me on my financial affairs recently to my great benefit and advantage. Hayden breaks the mould in this respect by being second to none in providing succinct, honest, clear, patient, and straightforward advice and information about the confusing jungle of options out there. I can recommend his services without reservation."

− Mr A R Oppenheimer

"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."

− Mrs Chalmers, Harrogate

"Hayden explained things clearly & we felt he had our best interests at heart. We were very impressed…he certainly took our stress away. We would definitely recommend him"

− Mr & Mrs A Partridge, Boroughbridge

"Very prompt & efficient. Hayden was polite & down to earth and made us feel like he had our interests at heart. He explained everything we needed to know clearly and sorted out our finances very quickly. I would readily recommend him to any of our friends."

− Mrs Ewalt, Harrogate

"We are more than happy with the help we received from Hayden. We were very impressed, he clearly explained everything we needed to know, and we are so pleased he was recommended to us."

− Mr & Mrs Sadler, Knaresborough

CASE STUDY

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.

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