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.Protecting and Managing Wealth is at the heart of what we do.
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.Protecting and Managing Wealth is at the heart of what we do.
Services
Formed in 2008 our advisers and staff are people that we have known professionally for many years, who came to us with a reputation for excellence and respect from our industry colleagues. We understand the importance of putting you first and are committed to providing the highest standards of service.
Steve has over 26 years experience in the financial services industry in various sales capacities. He formed Oyster Wealth Management in 2008 to pursue and develop his belief in Lifestyle Financial Planning and to provide bespoke financial solutions for his clients. Away from the office Steve is an 'Ultra Marathon Runner' and has notched up over 150 of them (and counting).
Our success is very much dependent on your success. We are a new breed of Financial Planning Consultants and don't depend on commission to earn a living. This means that when you meet with us there is no pressure on us to sell you a product and you don't feel obliged to buy one either.
We believe that this creates a much more relaxed relationship whereby our clients feel that they can be really open and honest with us about their plans and aspirations without feeling pressured into buying financial products.We will work with you in creating a tangible financial plan for the future and suggest creative solutions to help you achieve your objectives.
We believe that this creates a much more relaxed relationship whereby our clients feel that they can be really open and honest with us about their plans and aspirations without feeling pressured into buying financial products.We will work with you in creating a tangible financial plan for the future and suggest creative solutions to help you achieve your objectives.
You made me feel quite good as I now know that I havent failed despite not being rich either! I can at least plan and organise a little now. I feel I may talk to you again but until that time thanks for everything I really do appreciate it. Nice to have met you. Chris & Helen, Just a little thank you for everything that you have done for us, and for all your time and patience.
As Independent Financial Advisers we strive to help you create greater financial clarity in your life, allowing you to focus on your goals and aspirations. We'd like to work with you on an ongoing basis, and appreciate it takes time to discover whether this will be achievable.
To begin with the first meeting will be at our expense and will allow you to ask questions about us and our processes so that you can make your own mind up about us and together, we will find out if it will be worthwhile going ahead.
To begin with the first meeting will be at our expense and will allow you to ask questions about us and our processes so that you can make your own mind up about us and together, we will find out if it will be worthwhile going ahead.
Reviews
Be the first to review Oyster Wealth Management.
Write a Review
