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Oyster Wealth Planning

Oyster Wealth Planning

Helping you make the best decisions

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Retirement Planning

Tailored. Proactive. Sustainable.

Whether you have sold your business, received an inheritance or have hard-earned cash sat stagnant in the bank, if you wish to maximise your returns, we’re here to help.

We work with you to create a tailored strategy for you, your family and your business, taking the optimum balance of risk and reward and ensuring that your financial health is prosperous.

Monet Purchase

Money Purchase

Our range of funds allow us to design a portfolio to meet your bespoke income needs.

We know that life isn’t regular, and neither are your income requirements, which is why we can customise these to meet your requirements.

Defined Benefit

Our approach to wealth planning means that we can tailor the growth of capital to meet your family’s goals, from generation to generation.

We all have individual goals and aspirations, for ourselves and others, which is why we are here, by your side to ensure that you can achieve these.

Defined Benefit
SIPP - SASS

SIPP/SSAS

Our holistic approach ensures that all relevant tax allowances are utilised, meaning that you and your family can get the maximum benefit from your investment.

Contact our team

Your first step on your journey with Oyster Wealth Planning starts right here, by telling us little more about you.

Contact Us
Chartered Standard

Oyster Wealth Planning Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Oyster Wealth Planning Ltd is registered in England and Wales, Number 12352923. Registered Office: Unit 8, Acorn Business Park, Woodseats Close, Sheffield, South Yorkshire, S8 0TB, United Kingdom.

Oyster Wealth Planning

Unit 8, Acorn Business Park,
Woodseats Close,
Sheffield,
South Yorkshire,
S8 0TB

Email: info@oysterwealthplanning.co.uk
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