Vision

Through established, unified life long relationships with all clients Oracle Financial Services is a profitable forward thinking financial services practice that delivers tailored, unique, appropriate and manageable financial solutions for the creation and management of wealth.

We will be a Multi Distribution business that is at the forefront of providing financial advice within Jersey, including Financial Planning, Mortgages, Corporate business, international business and general Insurance business.

Mission

The Mission of Oracle Financial services is to provide an holistic approach to financial planning built upon honest and trusting relationships with its’ clients throughout their lives.

  To underpin this mission, Oracle Financial Services works to:

• Increase awareness of the importance of financial planning and the value of the financial planning process.
• Offer competent, compliant and professional advice to all clients.
• Offer advice in a consistent manner, validated and administered through continuous professional development, examination, experience and integrity.

Values

Our Vision and Mission influences everything we do and drives a set of values to ensure we behave in a way that is consistent with our aims.

• Customer driven - doing things that would make customers choose us.
• Working together - success comes through effective collaboration.
• Commercial awareness - our decisions are driven by the commercial dynamics of our business.
• Dependability - doing the right things and doing things right.
• Honesty and openness - we will listen to what you say and tell you what we think.
• Spirit - we will value individuals for their flair, energy, passion and pride.