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

Subscribe to our mailing list

 

Image

 

GETTING SET FOR RETIREMENT


Your countdown to retirement checklist - Jul 22

 

 

READ MORE

 

Image

 

INVESTING


10 key principles that every investor needs to know - Jul 22

 

READ MORE

 

Image

 

MAKING THE MOST OF YOUR FUTURE


Getting your retirement plans in motion - Jul 22
 

 

READ MORE

Image

 

 NAVIGATING THE COST OF LIVING CRISIS


How you can keep the cost of bills down while inflation is high - May 22

 

READ MORE

Image

 

ESTATE PRESERVATION


What will your legacy look like? - May 22

 

 

READ MORE

Image

 

BUILDING FINANCIAL WEALTH


Six tried and trusted principles to help you reach your investment goals - May 22

 

READ MORE

Image

 

POUND COST AVERAGING


Smoothing out market volatility - March 22

 

 

READ MORE

Image

 

LASTING POWER OF ATTORNEY


Giving someone you trust the authority to help you make decisions - March 22

 

READ MORE

Image

 

FINANCIAL PROTECTION


Preparing for the unexpected - March 22

 

 

READ MORE

Image

 

2021/22 TAX YEAR-END PLANNING


Protect yourself, your family and your future  - Jan 22

 

READ MORE

Image

 

SETTING FINANCIAL & LIFESTYLE GOALS


Plan for tomorrow, live for today!  - Jan 22

 

 

READ MORE

Image

 

MANAGING & MAXIMISING YOUR WEALTH


Create a secure financial future for yourself and your family  - Jan 22

 

READ MORE

Image

 

THE STATE PENSION


What will I receive from the state pension in my retirement?  - Nov 21

 

READ MORE

Image

 

SELF-INVESTED PERSONAL PENSION SCHEMES


A flexible, tax-efficient way of saving for your long-term future  - Nov 21

READ MORE

Image

 

NEW YEAR 'INVESTMENT' RESOLUTIONS


Navigating the choices planning for the future brings  - Nov 21

 

READ MORE

Image

 

INVESTING FOR CHILDREN & GRANDCHILDREN


Turning growing pains - into long-term gains  - Sept 21

READ MORE

Image

 

YOUR OPTIONS AT RETIREMENT


How to turn your pension savings into an income for life  - Sept 21
 

READ MORE

Image

 

GUIDE TO INVESTING


Could your money be working harder so you don't have to  - Sept 21
 

READ MORE

Image

 

 PORTFOLIO DIVERSIFICATION


Why you should spread your savings and investments  - July 21
 

READ MORE

Image

 

 INHERITANCE TAX PLANNING


The future can't be predicted, but it can be protected  - July 21
 

READ MORE

Image


CRITICAL ILLNESS COVER


Helping you focus on recovery not your finances - July 21
 

READ MORE

Image


PASSING ASSETS EFFICIENTLY TO THE NEXT GENERATION


What will your legacy look like - May 21
 

READ MORE

Image


SIX PRINCIPLES OF INVESTING


Putting aside money for your future and getting it to work for you - May 21
 

READ MORE

Image


THE FUTURE OF RETIREMENT


Clarifying your vision to determine the best course of action - May 21
 

READ MORE

Image


INVESTING FOR LIFE'S JOURNEY


Planning for future wealth and a comfortable retirement - March 21
 

READ MORE

Image


PENSION CONSOLIDATION


Managing your retirement savings in one place
- March 21
 

READ MORE

Image


LIFESTYLE PROTECTION


Protecting your family's financial security for the future - March 21
 

READ MORE

Image


2020/21 YEAR-END TAX PLANNING


Keep in more of your money to enjoy, invest, save or pass on - Jan 21
 

READ MORE

Image


INDIVIDUAL SAVINGS ACCOUNT (ISAS)


Use it or lose it! Don't miss out on this year's Tax-efficient opportunity - Jan 21
 

READ MORE

Image


DESIGNING YOUR OWN LIFESTYLE PLAN


It's never too late to be what you might have been - Jan 21
 

READ MORE

Image

 

Linkedin LogoTwitter LogoFacebook logo

 

©2018 Oyster Financial Planning  |  Privacy Policy  |  Website by Sketchanet 

FCSC Logo

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

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating for unresolved complaints between regulated firms and their clients.  Full details of the FOS can be found on their website