Oracle Financial Planning Limited

Oracle Financial Planning Limited provides financial planning and investment services. The firm focuses on building relationships with private and corporate clients to meet their financial needs throughout various life stages.
  • Tax
  • Mortgages
  • Investment
  • Wills & Probate
  • Private Pensions
  • General Insurance
  • Wealth Management
  • Corporate Finance
  • Employee Benefits
  • Corporate Pensions
  • Business Protection
  • Private financial advice
  • Inheritance Tax Planning

Size
Small
Phone
N/A
Email
N/A
Locations
9 Ruswarp Dr, SR3 2PH
01915239697
Digital Popularity
Social Media
Competitors
Key Wealth Management
Key Wealth Management is an experienced team of financial advisers providing financial advice to individuals and businesses in Sunderland and the surrounding area.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Oracle Financial Planning Limited is operated by Oracle Financial Planning Limited and is a Active company incorporated on 19 November 2008 with the registered office located in Sunderland, Tyne and Wear. Oracle Financial Planning Limited was registered 16 years ago.

Status
Active
Size
Micro
Directors
4
Age
16 years old
Employees
5
Turnover
Unreported
Total Assets
£217.12K
Cash in Bank
Unreported
Total Liabilities
-£63.55K

Director • PSC • British • Lives in England • Born in Jul 1964
Director • PSC • British • Lives in England • Born in Jan 1961
Director • Secretary • PSC • British • Lives in England • Born in Jan 1965
Teams
All
6
Finance
6
Leadership
2
Director/Independent Financial Adviser • Joined Nov 2008
Director/Independent Financial Adviser • Joined Jan 2009
Director/Independent Financial Adviser • Joined Nov 2008
Financial Consultant • Joined Oct 2013
Independent Mortgage & Protection Adviser • Joined Jan 2012
Financial Adviser • Joined Apr 2012
Director/Independent Financial Adviser • Joined Nov 2008
Director/Independent Financial Adviser • Joined Nov 2008
Director/Independent Financial Adviser • Joined Jan 2009
Financial Consultant • Joined Oct 2013
Independent Mortgage & Protection Adviser • Joined Jan 2012
Financial Adviser • Joined Apr 2012
Owner • Joined Feb 2009