Oyster Wealth Management Limited

Established in 2008, Oyster Wealth Management Limited specialise in advising Private clients and Small Businesses on their financial affairs.

With offices in Wellingborough and Bury St Edmunds, we are here to help you understand your financial life. We will spend time getting to know you and your financial goals and once you tell us what you would like your financial future to look like, we can help you implement smart financial strategies to help you towards your life's dreams and aspirations.

We are looking to establish a trustworthy long-lasting relationship with you, whereby you can relax in the knowledge that you have your own Personal Financial Planning Consultant looking after you, leaving you with more time to spend on the things that matter to you.

Oyster Wealth

Protecting and Managing Wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.

Services for Individuals

We provide a full range of financial planning strategies for individuals of all ages including pensions and investments, wealth management, mortgage advice, family protection, later life advice and more.

Services for Businesses

When it comes to finance we can cover your business needs. Advising on group pension schemes, protection and insurance. Supporting your firm in all areas of business planning, protection and growth.

Financial Planning

Oyster Wealth can help you plan for what lies ahead. We will work with you in creating a tangible financial plan for the future and suggest creative solutions to help you achieve your objectives.

Planning to Succeed

We all have financial needs, and finding an affordable solution to meet your own particular requirements and budget is an area that many people seek advice on. Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, the purchase of a dream home or for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.

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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Oyster Wealth Management is authorised and regulated by the Financial Conduct Authority (https://www.fca.org.uk/register). Financial Services Register No: 484308

Registered in England, No. 6554195 Registered Office: Windrush House, 1a Farrows Close, Chevington, Bury St Edmunds, IP29 5QJ  IFA Web Pro ©