Lee Rebbeck DipPFS, Certs CII (MP + ER)
Lee Rebbeck DipPFS, Certs CII (MP + ER), Practice Principal
Tel. 01227 375500
Mobile. 07966 490561
Email. lee.rebbeckoysterfinancialsolutions.co.uk
Joint founder and equal partner of Oyster Financial Solutions. Lee is a fully qualified financial planner with a wealth of advisory experience across the financial planning spectrum with over 20 years experience. Today Lee specialises in working with his clients in order to help them achieve their investment and retirement planning goals.
Steve Walters DipPFS, Certs CII (MP + ER)
Steve Walters DipPFS, Certs CII (MP + ER), Practice Principal
Tel. 01227 375500
Mobile. 07889 015263
Email. stephen.waltersoysterfinancialsolutions.co.uk
Joint founder and equal partner of Oyster Financial Solutions. Stephen has over 20 years experience and is a fully qualified Financial Planner with a wealth of knowledge in all areas of financial planning. Stephen prides himself of building long term relationships with his clients to achieve their financial goals.
Mike Friday
Mike Friday, Office Manager, Pension & Investment Servicing Team
Tel. 01227 375500
Email. mike.fridayoysterfinancialsolutions.co.uk
Mike has now accumulated over 30 years of working in Financial Services, and started with Oyster back in 2003. He runs the office day to day whilst overseeing the operations of the company and is a key member of the Oyster team.
Ryan Walters DipPFS, Certs CII (MP + ER)
Ryan Walters DipPFS, Certs CII (MP + ER), Mortgage & Protection Adviser
Tel. 01227 375500
Mobile. 07576 779251
Email. ryan.waltersoysterfinancialsolutions.co.uk
Ryan started working for Oyster back in 2013 and was the first person on our adviser training program to train him to become a diploma qualified financial planner. Ryan holds qualifications in all areas of financial planning, and is currently a licenced mortgage and protection adviser, whilst working towards becoming chartered with aspirations to one day be at fellowship level of qualification.
Joe Walters DipPFS, Certs CII (MP + ER)
Joe Walters DipPFS, Certs CII (MP + ER), Mortgage & Protection Adviser
Tel. 01227 375500
Mobile. 07517 237880
Email. joe.waltersoysterfinancialsolutions.co.uk
Joe has been training in the financial services industry since 2015 and holds qualifications in all areas of financial planning, but specialises in Mortgages & Protection. Joe aims to build long lasting relationships with his clients, and help them achieve their financial goals.
Karen Peyman
Karen Peyman, Pension & Investment Servicing Team
Tel. 01227 375500
Email. karen.peymanoysterfinancialsolutions.co.uk
Karen joined Oyster in 2005 and works within the Pension and Investment Servicing Team dealing with the Zurich Platform and has a wealth of knowledge when handling client needs on a day to day basis.
Sandra Tutt
Sandra Tutt, Pension & Investment Servicing Team
Tel. 01227 375500
Email. sandra.tuttoysterfinancialsolutions.co.uk
Sandra joined Oyster in 2002 as our first employee. She currently works within the Pension and Investment Servicing Team preparing annual review documentation for client meetings, and also the processing of new protection applications.
Neil Kennett
Neil Kennett, Office Administrator
Tel. 01227 375500
Email. neil.kennettoysterfinancialsolutions.co.uk
Neil has over 33 years experience within the Financial Services sector. Neil has a wealth of knowledge through his previous position as a local Bank Manager. Working alongside our existing team he will add further value within the operations and direction of the company .
John Kelly
John Kelly, Secure Inheritance
Tel. 01227 375500
Mobile. 07584 502545
Email. john.kellysecureinheritance.co.uk
John takes the jargon out of Will Writing and Estate Planning, making it easy and simple for you. We refer our clients to John for advice within this specialist area who is employed by Secure Inheritance.
Rob Watson
Rob Watson, Risk & Quality Manager
Tel. 01227 375500
Email. adminoysterfinancialsolutions.co.uk
Rob is our Quality and Risk Manager with the Openwork Partnership, working alongside us here at Oyster Financial Solutions.