Lee Rebbeck

Background

About Lee Rebbeck

I am joint owner of Oyster Financial Solutions LLP - a highly personalised and professional financial practice established for 20 years. What do I do? I help our clients make well informed decisions about their financial journey through various stages of life. How do I do this? I put my clients interest first and get to know what they want out of life; what their financial requirements will be and how resources can be harnessed most effectively towards achieving their goals. The type of questions we may consider together are:"When can I afford to stop working?"​ "Can I help my children buy their first home?"​ "Can we do anything about our potential Inheritance Tax Bill?"​ "Are my savings safe and getting the best return?"​ "What will happen to my family in the event of a catastrophe?"​ I provide my clients with a genuine ongoing relationship together with my dedicated team based in our offices in Herne Bay. I pride myself in being readily available for my clients through their changing life circumstances and working tirelessly on their behalf. My clients achieve peace of mind by taking steps to- Protect current and future lifestyle - Maximise opportunities to accumulate and preserve wealth - Enjoy the fruits of their investments when the time comes My clients feel they- are financially well organised - have an expert, qualified and trusted financial adviser - have a co-ordinated, practical financial strategy which fits with their life's plans I find it hugely rewarding when my clients can go about their daily lives knowing they are well protected and that their life's goals are realistic and being planned for financially. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Oyster Financial Solutions LLP is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 08/07/2025