Other Services

Oracle Financial Services pride themselves in their ability to offer an holistic approach to financial planning. To complement this, we offer a range of additional services listed below.

All of these services are offered on a fee basis to clients. For further information, please contact us.

Will Making - Click here to see a Will Flow Chart

Oracle Financial Services has established a link with one of the Islands foremost legal firms to offer this service to our clients.

Income Drawdown

Introduced in December 2003, this facility now allows individuals the option of gaining access to the whole of their pension fund at retirement, subject to certain criteria being met.

Due to the complexity involved in arranging these contracts, Oracle Financial Services have been proactive in establishing relationships with both accountants and Trust companies to facilitate this new retirement opportunity. For more information contact David Steigenberger.

Complaints Handling

Oracle Financial Services are able to offer advice and guidance to clients should they feel they have relevant cause to complain to insurance companies or regulatory bodies.

Death Claims

We are able to offer support and guidance should clients require it in this area.

Tax Returns / Planning

We are able to offer a full review of your tax relief entitlement and also assist in the completion of tax returns.