GUIDES & TOOLS


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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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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 ESTATE & TRUST PLANNING


Helping you plan for your future & your family's future - Sept 2019
 

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 WEALTH PRESERVATION


Place your future in experienced hands
 - May 2019
 

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 FINAL RETIREMENT COUNTDOWN


Time to review plans with a financial check-up?
 - May 2019
 

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TAX MATTERS


Guide to 2019/20 key changes you need to know
 - May 2019
 

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YEAR END TAX PLANNING 2018/19


Guide to the key tax and financial planning tips
 - March 2019
 

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INDIVIDUAL SAVINGS ACCOUNTS


Guide to the little allowance with big potential
 - March 2019
 

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WEALTH CREATION


Guide to planning for the life you want
 - March 2019
 

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RETIREMENT PLANNING


Guide to planning ahead for the financial future you want - January 2019
 

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SETTING INVESTMENT GOALS


Guide to securing your financial future - 
January 2019
 

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LASTING POWER OF ATTORNEY


Guide to preparing in advance of vulnerability & incapacity -  January 2019
 

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GOOD HEALTH, GOOD BUSINESS


Guide to Shareholders & Partnership
Protection
 

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LATER LIFE CARE


Planning for one of the biggest social
challenges in the coming years
 

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HOW TO GROW YOUR WEALTH


Creating a strategy for your Investments that match your goals
 

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AUTUMN BUDGET 2018 


Key announcements for individuals, businesses and employers
 

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RETIREMENT PLANNING

 

Creating the opportunity to enjoy your life after work

 

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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

 

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