Frequently asked questions

We've answered some of the more common queries we receive

Are you independent?

Yes. As an independent firm we have whole-of-market freedom when it comes to choosing financial products. What this means for you is that we can recommend solutions that truly fit your needs.

What qualifies you to give advice?

Chris is one of the most highly qualified planners in the UK, being one of only 3% of planners to hold both Certified and Chartered status. His breadth of knowledge and experience means he’s well-placed to advise in a wide range of areas. Read more about his accreditations.

Can I trust you and your firm?

It’s important that you have complete confidence in us as your financial planning partners. We are authorised and regulated by the Financial Conduct Authority and can view our entry on their register here. Importantly, we are a fiduciary here to act in your best interests, and we adhere to a strict code of ethics with all of our clients.

How do I know if you’re the right planner for me?

There are many things to consider when hiring a planner, but we’d start by saying if you’re looking to build a long-term, personal relationship with one, we could definitely be a good fit. We’ll typically determine whether we’re right for each other during our initial meeting, but you can discover other reasons why people choose us here.

What do I bring to my first meeting?

Just yourself and an open mind! You’re also very welcome to bring a partner or family member with you.

How long will an initial meeting last?

We advise allowing for up to an hour.

Do I have to pay for an initial meeting?

No. The first meeting Is at our expense, and is a chance for us to get to know each other better.

What do you charge for your services?

We’re always transparent about what we charge. Read more about our fees.

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.

Copyright 2021 - Otus Financial Planning