Chris is a Chartered Financial Planner and the founder of Otus. He started the business in 2011 with the aim of helping business owners and senior executives achieve their aspirations – and he hasn’t looked back since.
Chris has more than 30 years’ experience in financial services, including working with household names such as HSBC, First Direct and Lloyds Bank.
Chris is married with three school-age children, who take up most of his time. While not at work, he enjoys watching sport (particularly football and rugby), playing golf and fishing. You can also often find him, in his own words, ‘trying’ to play the guitar.
Chris’ professional achievements
Chartered Financial Planner
Chartered status shows a professional commitment to continuous improvement. It’s a sign of Chris’s capability and ethical practices, and lets clients know they can expect the highest standard of service from him.
Certified Financial Planner
Chris is one of only a select number of planners in the UK to hold CISI’s Certified accreditation. It’s the only globally recognised mark for financial planners, and signifies that Chris is qualified at a level well above the minimum requirement.
Fellow of the PFS
Awarded by the CII, The Personal Finance Society Fellowship programme is only available to planners who have surpassed an extensive number of qualifications. Chris’s achievements led to him being elected as a Fellow himself.
Registered Life Planner
Having studied with the Kinder Institute of Life Planning, Chris is trained to help clients gain the freedom to pursue their passions in life, whatever they may be. Importantly, he helps them do so in a way their finances can support.
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.