Oyster Wealth Management Limited offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
Financial Planning means taking control and putting together a proper plan to achieve your financial and lifestyle goals. We can help you to do this by taking an objective look at your current situation and by using financial strategies, help you formulate your own financial plan which will organise your personal or corporate financial affairs as efficiently as possible.
Often this can lead to us suggesting specific strategies or policies that will help you with your financial plan, eg investments, life assurance, pensions, but initially it will result in the production of a personalised plan built specifically for you, focussing on strategy and goals.
1. Getting to know you
Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
Assess and identify any gap in achieving your desired objectives - create an action plan.
4. Presenting your Financial Plan
Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
Complete all necessary documentation.
6. Ongoing Review
To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.