tailored to you
Oscar Wealth offers individually tailored advice on your investments based on a review of your personal circumstances, requirements and attitude to risk. We offer regular reviews to ensure that your plans continue to meet your requirements and reflect your needs.
In the modern market there are a wide range of savings and investment vehicles. It pays to choose the right one for you, striking a balance between potential return, accessibility, risk and reward.
Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio.
Wealth creation and wealth management is an ongoing process and one of our fully qualified financial advisers will look to meet regularly with all clients in order to ensure your objectives are being met. Depending on the kind of investment and the term, we may recommend annual, half-yearly, or quarterly reviews.
Financial institutions are constantly innovating and bringing new financial solutions to the marketplace, each with different features and benefits. A full financial review with your adviser can help establish what sort of investment strategy is right for you.
The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
Full and comprehensive advice service for all your investment requirements of financial planning.