When do you want to retire & how much will you need?

Only you may know what a perfect retirement means to you, but what is certain is that money will be required to fund the next chapter in your life.

Whether you are fast approaching retirement or are planning ahead, we will guide you through your options and help you achieve the retirement you envisage.

We have helped clients retire earlier than they thought possible

Pension legislation has never been more topical.  To fully understand your new freedoms and options please call for a free meeting.

Retirement Planning is about examining all of your assets and creating a strategy to produce a better, more tax efficient return to help you enjoy your Perfect Retirement.

PERFECT INVESTMENTS

PERFECT PROTECTION

PERFECT RETIREMENT

PERFECT LEGACY

OUR HAPPY CLIENTS

"How would you rate the advice & guidance you have received?
FIVE STAR. First Class as promised."

− Nigel B. Harrogate

"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

"How would you rate the overall experience of working with Oracle Wealth?
5 STAR. It is extremely likely that we would recommend Hayden to friends & family."

− John & Claire B. Harrogate

"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

"Hands down the best financial adviser I have ever dealt with."

− David H. Knaresborough

"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

"We are delighted with the service we receive. "

− Christine E. Knaresborough

CASE STUDY

Tom Robinson was almost 65 when we met. He had received the statement from his pension company which offered him a number of options relating to the tax free cash and income he and his spouse could expect to receive.

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