Who we work with

We work with Company Directors, Senior Executives, Professionals, people who’ve come into money and people planning for, or enjoying, retirement. To us, it’s not your personal circumstances that matter most; it is the fit between our values and yours, because that is what shapes your relationship with us.


If you have a clear understanding of what you want to achieve in life and are looking to delegate the more complex parts of your financial planning then we can definitely help you. It may be that it’s really important to you to get this right but you never seem to find the time, or that don’t feel you have the knowledge or inclination to deal with it yourself. Otus can take care of all of that for you.