WHY OYSTER?
We are a well established Independent Financial Planning practice based in the heart of the New Forest, in the centre of Hythe Village across the water from Southampton.
We have built our business through many years of hard work, starting, developing and growing client relationships.
Our ambition for our business is simple.
We want to give our clients a clear focus on where they are now financially, where they want to be in the short, medium and long term and then to create a robust strategy to ensure all of their ambitions are achieved.
Put simply, our ambition is to make your ambitions possible, however ‘out there’ and ‘unachievable’ you think these may be!
Initial FREE Discovery Meeting
We offer every ‘new potential client’ an initial meeting at Oyster’s expense. An hour or so of your time to understand what you require and to see whether we can help you and agree a path to work together.
Client Homework
To create the best solutions for our clients will require some homework. Don’t worry it’s not too onerous. We promise we will only ask for what’s needed so that we can arrive at the best possible result for you.
Expenditure & Bucket List
Understanding how you intend to spend your money now, in retirement and in later life are key to our client services. We have the tools for you to use but we need your help completing these.
Explore, Create Solutions & Present
We use all of the information we receive, to design and create personalised solutions for you and your family. Creative, fairly costed, trusted and suitable solutions are what you can expect as standard.
Ongoing Client Relationship
Building trust and developing client relationships are at the very heart of what we do. We will work with you every year to ensure your goals and plans remain on target. Regular client communication is a key to this.
