Financial Planners

Oyster Financial Planning Ltd

Oyster Financial Planning Ltd is a financial services company based in Southampton, England. They specialize in providing expert financial planning advice to their clients, helping them to achieve their financial goals and secure their future. With a team of experienced financial planners, Oyster Financial Planning Ltd offers a range of services tailored to meet the unique needs of each individual client. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Oyster Financial Planning Ltd can help. Contact them today to schedule a consultation.

Introduction to Oyster Financial Planning Ltd

Oyster Financial Planning Ltd is a financial planning company located in Southampton, England. The company's mission is to provide their clients with expert financial advice to help them achieve their financial goals. Oyster Financial Planning Ltd has been in business since 2006 and prides itself on its commitment to providing personalized service to each of its clients. What sets this company apart from others in the industry is their team of highly qualified financial planners who work together to create tailored financial plans for their clients.

Services & products

Oyster Financial Planning Ltd offers a variety of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. They also offer advice on insurance and mortgages. Clients can expect to receive a personalized financial plan that is tailored to their specific needs and goals.

Location

Oyster Financial Planning Ltd is located on Pylewell Road in Hythe, a suburb of Southampton. Hythe is a quiet residential area with a mix of small businesses and shops. The area is known for its beautiful waterfront and scenic walks along the Solent. The closest public transportation options to the office are the Hythe Pier Ferry Terminal (0.4 miles), the Hythe bus stop (0.1 miles), and the Hythe train station (0.6 miles).

Benefits

Clients should choose Oyster Financial Planning Ltd because of their commitment to personalized service and expert financial advice. The company's team of highly qualified financial planners work together to create tailored financial plans for each client. Oyster Financial Planning Ltd also offers a free initial consultation to prospective clients so they can get a sense of the company's services and approach.

Good to know

Clients should be aware that Oyster Financial Planning Ltd is a fee-based financial planning company. This means that they charge a fee for their services rather than earning commissions on financial products they recommend.

Reviews

Customers have praised Oyster Financial Planning Ltd for their personalized service and attention to detail. Many have noted that the company's financial planners take the time to understand their clients' unique financial situations and goals, and that they feel confident in the advice they receive.

Amenities

free consultation
online account access
financial planning
investment advice
retirement planning
tax planning
insurance coverage
wealth management
budgeting assistance
credit counseling

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, and more. We work closely with our clients to understand their financial goals and create customized plans to help them achieve those goals.

How do you customize financial plans to fit individual clients?

We understand that every client is unique and has different financial goals. Therefore, we use a personalized approach where we assess each client's financial situation, risk tolerance, and investment goals. Based on this assessment, we create a customized plan that fits their individual needs and helps them achieve their financial objectives.

What are your fees and how are they structured?

Our fees are based on the service we provide, and we have a transparent fee structure. We charge a fee for our financial planning services, and we also charge fees for managing our clients' investment portfolios. The fees we charge are competitive and in line with industry standards. We always provide a clear breakdown of our fees to our clients before beginning any work.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with a wealth of experience in the financial services industry. They hold relevant professional qualifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), and other relevant industry qualifications. We ensure that our financial planners are up-to-date with the latest industry developments and regulations.

Can you provide references or testimonials from satisfied clients?

Yes, we have many satisfied clients who have benefited from our financial planning services. We can provide references and testimonials from our clients upon request. Our clients' satisfaction is our top priority, and we are proud of the work we do to help them achieve their financial goals.