About you

“Happiness is not something you postpone for the future; it is something you design for the present.”
Jim Rohn

Our process works best for high net worth individuals who have a clear understanding of what they want to achieve in their lives and who are used to delegating those elements of their life that they want to get right but haven’t the time (or sometimes knowledge and inclination) to deal with themselves. You’ll understand that financial planning is more about life than it is about money and be prepared to take a more holistic view than offered by traditional Independent Financial Advisers (IFAs).

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.

We work closely with business owners. Check out Financial planning for business owners for more information.

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 you don’t feel you have the knowledge or inclination to deal with it yourself. Otus can take care of all of that for you.

Your life stage

BEFORE RETIREMENT

Sometime, typically between 50-60, we find ourselves with the opportunity to think about what lies ahead.

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AT RETIREMENT

The idea of retirement is changing. For many, rather than a date fixed by a particular birthday, or dictated by your pension scheme, it is now controlled by you. Your own Financial Independence Day.

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IN RETIREMENT

Having made the transition to retirement and got used to your new normal, you might decide to travel more or further afield, volunteer to put something back into your community, learn new skills, help with your grandchildren.

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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.

I

Take the ROL Assessment

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?

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