We help you to create and manage your wealth

To realise your financial aims, you need a plan that is as individual as you are.

With your dedicated consultant, you will start to lay the foundations of a successful, personal, long-term plan. Because our service is based on objective advice rather than selling you the latest product, you’ll find your consultant is around for the duration. They will always be on hand to give you support and to answer any questions you might have.

A plan for life

Drawing on Oval Financial Services expertise in tax planning, retirement planning, investment management, capital protection and income protection, your consultant will develop a plan that will last not only your lifetime, but will plan for your dependants as well. And if your requirements are more specialised, we can accommodate those too.

You may want to integrate your plan with your business (perhaps we already work for you on a commercial basis). Or you may want us to look at your business affairs for advice on your remuneration or shareholder succession within the business.

Whatever your requirements, we believe it’s important to agree and regularly review your goals. You’ll receive updates and your consultant will arrange regular meetings to keep you informed or fine-tune your options. That way you have the reassurance that you are meeting your objectives, while we take care of the detail.

If you would like to discuss your own financial plans contact:

Leeds - Peter Smith
0113 218 2900
peter.smith@oval2.theovalgroup.com

London - Simon Ricca
020 7422 5631
simon.ricca@oval2.theovalgroup.com

Nottingham - Paul Butler
0115 937 1329
paul.butler@oval2.theovalgroup.com