Oyster Wealth Management's aim is to help you become and remain financially well organised, determine your lifetime goals and help implement a plan for a more secure and certain future.
We focus on what's important about money to you and create a bespoke financial plan tailored to your specific objectives.
Our areas of expertise are pensions, helping you to get the most out of existing arrangements whether new or old, as well as investment planning.
Steve Gordon has been a successful financial adviser since 1990, prior to which he was involved in the restaurant and hotel trade.
In 2001 he became an independent financial adviser having up to that point worked for companies involved in direct sales of financial products.
Steve works with clients on a one to one basis to identify what's really important about money to them, what keeps them awake at night (financially), and what their goals and wishes are.
Once this has been clearly agreed then a financial plan or 'road map' is put together for our clients to work with.
Outside of financial planning Steve is a keen ultra marathon runner, having finished 2nd in the 2007 marathon of Britain and third in the 2007 Pennine 100mile challenge.