What our clients say

'I would like to express my high regard for the service and support you have delivered, providing not only timely advice, but creative, appropriate and practical solutions to the business and personal challenges they face. The level of professionalism and integrity shown has been excellent and your patience and approachable manner has made the process so much smoother than anticipated.

I would have no hesitation in recommending you and Otus Financial Planning to clients looking for financial planning, tax mitigation and wealth management.'

Directors of Beavermatch Manchester Ltd.

Chris takes a strategic and long term view of our portfolio and provides a complete overview of where we stand with all of our investments collectively. Manages our investment tactics to match that strategy and risk profile. Advises on investments based on this approach rather than trying to sell us whatever is 'flavour of the month' as we have experienced previously. Sensible, easy to follow advice, alwayspatient but adds a bit of humour into the mix - always welcome!

Chris - Company Director, Altrincham, Cheshire

Chris is very approachable, professional and user-friendly. He makes the whole process easy to understand.

Christina – Company Director, Altrincham, Cheshire

Chris gives a personal service, is knowledgable regarding the products he can provide and offers value for money in a competitive market.

Ian – Artist, Cheshire

'Chris has looked after my finances for the past two years.  I was initially reticent about providing detailed personal information but Chris has taken the time to develop my trust.  I am perfectly satisfied with the advice I have been given and am reassured by the regular review of my finances. I have the confidence of knowing that I am in safe hands.'

Andrew -  Company Director,Stafford

'As well as being personable and thoughtful Chris has shown excellent judgement  when helping our family and business secure the right financial packages and succeeded where others had failed.  He listens  and  there is no "hard sell" just measured, considered, Independent advice.  He is proactive and thorough; not just recommending the obvious but searching out what actually meets a client's needs.  We have no hesitation in recommending him to our closest family and friends.'

Andrew and  Elizabeth - Company Directors, Altrincham