News
Wymondham College Financial Services Surgery
We have been working with the team at Wymondham College for over a year, offering their teaching and support staff easy to access Independent Financial Advice. The surgeries are held quarterly and are held at no cost to the staff. The surgeries are particularly helpful for the staff, as being a boarding school it is often difficult for the staff to get access to professional services in normal working hours, the solution being that we go to them. We offer both a drop in service and a pre booked appointment service to suit all needs allowing staff to manage their day without feeling any pressure on their time. Meetings at other times are also available.
The next clinic: 22nd January 2013 with James Ewles and Frank Sheppard.
Relationship Event with Quality Solicitors Clapham & Collinge
We have been preparing for the ‘Relationship Event’ headed by Norfolk’s ‘Quality Solicitors’ Clapham & Collinge. The event will see women of all walks of life come together to discuss concerns about their relationship. The friendly open environment adopts the approach of allowing women to share their experience with like-minded individuals. The group will provide a place to discuss issues and receive advice from others. The event is designed to offer support, guidance and advice of an emotional and financial nature. A drop in service is offered, along with private rooms for individuals requiring privacy.
Next clinic: 12th January 2013 with Scott Swift Independent Financial Adviser, Oracle Financial Services.
Eastern Landlords Association -Inheritance Tax and Estate Planning
Together with our partners Howes Percival Solicitors we recently held a presentation to members of the Eastern Landlords Association on Inheritance Tax and Estate Planning, detailing the best ways to pass your estate to mitigate tax on death.
Scott Swift from Oracle and Howes Percival's Tom Lawrence, spoke in depth about what Inheritance tax and estate planning is, how its calculated, and how your relationship status affects what will be paid. They highlighted what reliefs are available, and what needs to be done to take advantage of these reliefs.
20th November 2012 with Scott Swift (IFA) and Tom Lawrence (Solicitor) from Howes Percival
Oracle’s Exceptional Service Recognised With Award
Oracle Financial Services were recently named “Best IFA” by the Eastern Landlords Association.
At a glittering awards ceremony held at De Vere Dunston Hall on 15th June 2012, over 200 landlords and property professionals filled the marquee for the ELA Excellence Awards. This was the largest event ever hosted by Eastern Landlords Association. It was a huge success helped even more by the warm, dry weather and England’s thrilling victory over Sweden in Euro 2012.
The awards were presented by the Archant property editor, Caroline Culot. Scott Swift accepted the award on behalf of the company.
Managing Director of Oracle, James Ewles said; “Everyone in our team is committed to giving our clients the very best and we are delighted to be rewarded with this Excellence Award from the ELA”.
With over 1200 members, the Eastern Landlords Association is one of the largest property landlord associations in the UK.
Oracle nominated for the ELA Awards
We are delighted to annouce we have been nominated for the Eastern Landlords Association Excellence Awards 2012. All the nominees will be submitted to a judging panel, who will decide the winners to be announced at the Grand Charity Summer Ball and Awards Presentation on 15th June 2012 at De Vere Dunston Hall.
Full details of all the categories and nominees are available to view online
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