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Financial Advisors

Oyster Independent Financial Advisors Ltd

Oyster Independent Financial Advisors Ltd is a financial services company based in Sheffield, England. They specialize in providing expert advice and guidance to clients as independent financial advisors. Their team of professionals is dedicated to helping clients achieve their financial goals and make informed decisions about their investments. Oyster Independent Financial Advisors Ltd is committed to providing personalized service and tailored solutions to meet each client's unique needs.

Introduction to Oyster Independent Financial Advisors Ltd

Oyster Independent Financial Advisors Ltd is a UK-based company that provides financial advisory services to individuals and businesses. Founded in 2013, the company has a team of experienced advisors who work with clients to create personalized financial plans that align with their goals and needs. What makes Oyster Independent Financial Advisors unique is their independent status, which means they are not tied to any particular financial institution and can provide unbiased advice to their clients.

Services & products

Oyster Independent Financial Advisors offers a range of services including retirement planning, investment advice, tax planning, estate planning, and insurance. Their advisors work closely with clients to understand their financial situation and create customized plans to help them achieve their goals. The company also offers educational resources on their website to help clients better understand financial concepts and make informed decisions.

Location

Oyster Independent Financial Advisors is located in the Beauchief area of Sheffield, England. The area is known for its residential neighborhoods and local businesses, including restaurants and shops. The company is easily accessible by public transportation, with the nearest bus stop (Abbeydale Road South/Hutcliffe Wood Road) located just a few minutes' walk away. Other nearby options include the Millhouses Park tram stop and the Dore & Totley train station, both located within 2 miles of the company.

Benefits

One of the main benefits of working with Oyster Independent Financial Advisors is their independent status, which allows them to provide unbiased advice to their clients. The company also takes a personalized approach to financial planning, working with clients to create customized plans that align with their goals and needs. Additionally, their team of experienced advisors has a deep understanding of financial markets and can help clients navigate complex financial situations.

Good to know

Prospective clients should be aware that Oyster Independent Financial Advisors charges fees for their services, which are based on the complexity of the client's financial situation. However, the company is transparent about their fees and works with clients to ensure they understand the costs upfront.

Reviews

Customers have praised Oyster Independent Financial Advisors for their professionalism and expertise. Many have noted the personalized approach the company takes to financial planning, and appreciate the unbiased advice they receive as a result of the company's independent status. Overall, customers feel confident in the company's ability to help them achieve their financial goals.

Amenities

  • amenity
    complimentary consultation
  • amenity
    online services
  • amenity
    retirement planning
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    estate planning
  • amenity
    debt management

FAQ

What experience does your company have in providing financial advice?

At Oyster Independent Financial Advisors Ltd, we have years of experience in providing financial advice to clients in Sheffield and beyond. Our team of advisors are highly trained and have a wealth of knowledge in various financial products and services.

What are the fees for your financial advisory services?

Our fees for financial advisory services vary depending on the specific needs of each client. We offer a free initial consultation to discuss your financial goals and determine the best course of action. From there, we will provide a transparent breakdown of our fees.

What types of financial products do you offer?

We offer a wide range of financial products and services, including retirement planning, investment advice, tax planning, and insurance solutions. Our advisors work closely with clients to create a customized financial plan that meets their unique needs and goals.

How do you determine the best financial strategy for your clients?

At Oyster Independent Financial Advisors Ltd, we take a holistic approach to financial planning. We work closely with clients to understand their current financial situation, future goals, and risk tolerance. From there, we create a customized financial plan that takes into account all of these factors and provides a clear roadmap for achieving their goals.

Can you provide references from satisfied clients?

Yes, we are happy to provide references from satisfied clients who have worked with us in the past. We believe that our track record of success speaks for itself, and we are committed to providing the highest level of service to all of our clients.