Who we work with

If you have a dream, we have a path to it

Is this you?

While we typically work with professionals, people who are thinking of retiring or those who have recently done so, all our clients are unique. To us, it’s not your personal circumstances that matter most, but the fit between our values and yours – because they’re the foundations of the best working relationships.

If you’re someone who has a dream for the future and are ready to seize it, we’re here to help.

Aspiring to retire

About to retire

In retirement

Business owners

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 2022 - Otus Financial Planning