Financial Planning

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.

Financial Planning process

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.

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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 ( 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 ©