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
Website
oraclefp.co.uk
Email
N/A
Locations
9 Ruswarp Dr, SR3 2PH
01915239697
9:00 - 18:00
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
Simon Reynolds
Director • British • Lives in England • Born in Jul 1964
Kenneth Morrell
Director • British • Lives in England • Born in Jan 1961
Simon Hopkin
Director • British • Lives in England • Born in Jan 1965
Mr Simon Hopkin
Secretary • PSC • British • Lives in England • Born in Jan 1965
Mr Kenneth Morrell
PSC • British • Lives in England • Born in Jan 1961
Mr Simon Reynolds
PSC • British • Lives in England • Born in Jul 1964
More information on Oracle Financial Planning Limited
Teams
All
6
Finance
6
Management
5
Simon Hopkin
Director/Independent Financial Adviser • Joined Nov 2008
Simon Reynolds
Director/Independent Financial Adviser • Joined Jan 2009
Nigel Orrick
Director/Independent Financial Adviser • Joined Nov 2008
Ruz Nabi
Financial Consultant • Joined Oct 2013
Colin Graham
Financial Adviser • Joined Apr 2012
Brian Boland Dippfs
Independent Mortgage & Protection Adviser • Joined Jan 2012
Simon Hopkin
Director/Independent Financial Adviser • Joined Nov 2008
Simon Reynolds
Director/Independent Financial Adviser • Joined Jan 2009
Nigel Orrick
Director/Independent Financial Adviser • Joined Nov 2008
Ruz Nabi
Financial Consultant • Joined Oct 2013
Colin Graham
Financial Adviser • Joined Apr 2012
Simon Hopkin
Director/Independent Financial Adviser • Joined Nov 2008
Nigel Orrick
Director/Independent Financial Adviser • Joined Nov 2008
Simon Reynolds
Director/Independent Financial Adviser • Joined Jan 2009
Ruz Nabi
Financial Consultant • Joined Oct 2013
Colin Graham
Financial Adviser • Joined Apr 2012
Brian Boland Dippfs
Independent Mortgage & Protection Adviser • Joined Jan 2012