Investing wisely and tax efficiently.

Understanding what it is your are saving for and when you will need to access your funds is where the investment process begins.  Are you investing for growth, or do you want to generate income? Perhaps you are looking to ensure your legacy is passed on tax efficiently.

The perfect investment is the one that meets your expectations

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.

We’ll do all of this in a language you’ll 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

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TAKE AN HOUR TO PLAN YOUR FUTURE

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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