If money were no object, where would you be right now?
Not just physically (although we understand if your answer is ‘on a tropical island’!), but in your life. If money didn’t matter, what would life look like? A truly fulfilled life?
These questions, and others like it, are at the centre of what we do. They’re the foundations on which we build our advice, and they’re the reason we see so much success. Because we know that investing and accumulating money is not an end in itself – it’s what money can do for you that matters.
We combine life planning and financial planning services with intelligent investment principles, with the sole aim of helping you get the life you always imagined – without having to worry about money.
We take our name from a genus of owls, which have been associated with wisdom and money for thousands of years. And that’s exactly what we want to be for our clients; a symbol and a source of financial wisdom that enables you to live life to the full.
Founded by Chris Weetman in 2011, Otus was created to provide a truly personal financial planning service that helps carve a path to people’s greatest aspirations in life. From senior executives and business owners to people approaching and in retirement, we work with people who are ready to take control of their finances and their future.
Together we’ll help you:
- Have a better understanding of your money
- Gain the confidence to spend and do things you might otherwise put off
- Achieve what’s really important to you and have more fun at the same time
- See what’s possible and look forward to the future
It’s time for your future to take flight
We know that setting out on this journey can feel overwhelming, and it’s true that there is work involved (but probably no more than planning that holiday you look forward to!) The rewards speak for themselves – because when it’s personal and when it’s done right, financial planning can help you achieve and keep the life you want.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.
Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.
Otus Financial Ltd. registered in England and Wales company registration number 7540565.