Guides & Tools

 

Keeping up to date with the ever-changing financial world we live in, is difficult enough for us professionals working in the industry every day.

 

To help our clients and website visitors keep up to date and to offer a reference point and some financial education where it’s wanted we have the following guides, tools and videos for you to digest, download and share.

 

Should any of the content provoke some questions please get in touch and we would be very happy to help you.

 

ONLINE BROCHURE

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 POST - COVID-19 RETIREMENT PLANNING


Pandemic leads to changes in future retirees plans - Sept 20
 

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 GETTING MY FINANCES IN ORDER


When it comes to making financial decisions, you don't have to go it alone - Sept 20
 

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GUIDE TO PENSIONS ON DIVORCE


Navigating through what may be uncertain territory during this emotional time- Sept 20
 

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LIFE INSURANCE PROTECTION


Suddenly we're having to think about things we haven't thought about before
 

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2019/20 TAX YEAR-END PLANNING


Now is the time to make some tax-smart moves before it's too late - March 2020
 

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 PLANNING MY RETIREMENT


How can I guarentee the kind of retirement I want ? - March 2020
 

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INVESTING FOR MY FUTURE


Your opportunities.  Your wealth.  Your legacy. March 2020
 

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SETTING FINANCIAL GOALS


How to create financial goals you can actually achieve - Jan 2020
 

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PENSION FREEDOMS


How will you turn your Pension into money you can use? - Jan 2020
 

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ESTATE PRESERVATION


The importance of making early plans - Jan 2020
 

 

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INCOME PROTECTION INSURANCE


Would you still need a monthly income if you can't work? - Nov 209
 

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SAVING & INVESTING FOR A CHILD


How to ensure your children or grandchildren get the best financial start in life - Nov 2019
 

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PLANNING FOR YOUR RETIREMENT


Am I ready for life beyond work? - Nov 2019
 

 

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 INVESTMENT RISK


When it comes to investing, one size definitely does not fit all - Sept 2019
 

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 CRITICAL ILLNESS COVER


Don't let a life-changing moment disrupt your home & working life - Sept 2019
 

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Oyster Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK

 

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