Client stories

Meet some of the people who have benefited from working with us

Hear from our clients

We think the best way to show the true power of lifestyle financial planning is by letting our clients do the talking. Hear from some of the people who were kind enough to share their stories.

Eugene and Margaret Boyle

Already retired

David Cook

About to retire

Corinne Edwards

Aspiring to retire

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.

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