Realise your wider life goals and ambitions, without the fear of ever running out of money
Financial Planning is about so much more than money, products and policies. It’s life, values, beliefs and aspirations that are important.
Our aim is simply
to help you get
the life you want
and keep it.
For clients who are serious about making smart decisions with their money, we will:
- Take time to listen and understand you
- Provide clarity and confidence
- Help you realise your wider life goals and ambitions, without the fear of ever running out of money
- Deliver a proven, world-class, investment solution
We’re a different kind of financial planning company
Learn what makes us different to other financial planners and how we can help you make the most out of your retirement
Life Planning is about identifying what it means to you to live a full life. Once you are in touch with these values, it can be easier to act and stick to the plan.
We’ll work with you to create the right strategy to achieve your goals. You’ll have an action plan to get your financial house in order and to keep it there.
Investments can be complex, but we keep things as simple as possible. Here we explain the principles of investing and key considerations for managing risk.
Why people trust Otus
Watch our video – clients describe their experience of working with us to realise their financial and life goals.
Chris works with integrity and has great people skills allied with strong technical knowledge. He listens and pays close attention to your circumstances to find the right financial package for your needs – even if they are not typical. He makes the effort to search for what works for you, within your financial situation understanding your attitude to risk and appreciating your goals while keeping them realistic.
Chris was fantastic. He spent alot of time with us initially going through our finances in detail to make sure the advice he gave us was completely accurate. The advice was in a huge amount of detail, he helped us look at things that we hadn’t even thought of and explained everything in a professional manner and in a way that made things much easier to understand and assess. Ultimately this service helped making decisions about our future much easier to take. Nothing was too much trouble and he was happy to put up with the hundred and one questions we had regarding the information he gave us. I have already recommended Chris to some friends and will continue to do so and I wouldn’t hesitate in using Chris again in the future.
Having used a number of different financial advisers over the years, I consider Otus to be the best so far. Chris Weetman offers an up-to-date approach to retail investing, based primarily on low cost passive funds, with an emphasis on careful, appropriate diversification of asset class. I have found him to possess a deeper knowledge of investment strategy than most advisers, and, thanks to his excellent listening skills, to be able to deploy this in a highly client-sensitive way. As well as agreeing a suitable portfolio, ongoing guidance is provided via computerised cash flow planning, which I have found to be immensely useful.I have found Chris to be thorough, fair, and very pleasant to work with; I recommend him wholeheartedly.
Learn how to live the best life possible with the money you have.
Take our free 5-minute Return On Life online assessment and see what your ROL is.
Read our free guide to getting every aspect of your financial life under control.
Want to realise your wider life goals and ambitions, without the fear of ever running out of money?
Visit our Information Hub
Information is the key to wise decisions. The Otus Information Hub is packed with articles, videos and case studies to guide you in making smart choices about your financial future.
Get in touch with Otus
If you like what you’ve seen so far, please get in touch to ask any further questions you may have.