The life you’ve dreamed of, within reach
If one thing is true of this life, it’s that it moves quickly! At some point, you find yourself in a position where it’s time to think about what lies ahead. It may be that the children have flown the nest and you have more time on your hands. Maybe you have elderly parents, and have naturally started thinking about your own future.
So, what does that future hold? What would it take for the next 30-40 years of your life to be fulfilled, peaceful and full of experiences? They’re questions you probably haven’t even thought about until now, and it can be hard to know where to start. But we’re here to help you find the answers.
We’ll help you understand what matters to you in your retirement – the kind of life you want to live, and how to turn it into a reality.
How we help
Determine what matters
We’ll start by gaining an understanding of what’s really important to you. Through a series of focused questions, we can get to the core of what you want for the future. Once we know that, we can start to build it from the ground up.
Think about your future lifestyle
Part of determining how much you’ll need is realising the lifestyle you’ll want in retirement. Most people want to at least maintain the kind they have now, and some want to do additional things when they have the time.
Build a financial framework
Only once we know what you want for your future will we start talking about money. We’ll build a personalised financial plan around your aspirations, one that’s designed to support you in whatever you want to do.
Plan your bucket list
With a plan in place, you can start to think about all of the things you’ve dreamed of doing before now. Whether it’s starting a new hobby or the trip of a lifetime, the world is your oyster – so let the excitement begin.
What our clients think
We’re passionate about providing people with a truly personal service that brings about transformative results. But don’t just take our word for it – hear from some of our clients about what working together has done for their lives.
Client since: 2010
Client since: 2018
Eugene and Margaret Boyle
Client since: 2016
Someone is sitting in the shade today because someone planted a tree a long time ago.
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.