Business owners

A plan that puts your business at the centre

Enjoy what you’ve earned

As a business owner, you’ll know better than anyone that the day-to-day pressures of life can often mean that other tasks are pushed aside. Success tomorrow means planning today – but what does that mean in practice?

Your business may well be your heart and soul; where you channel much of your time, attention and energy. It makes sense, then, that it forms part of your personal life and financial plan. We’re here to help align the two in a way that works for you.

We aim to understand everything about you, your business and your goals for the future. Only then can we go on to build an effective financial plan designed around you. From making the right investments to ensuring you’re drawing income in the most efficient way, we’ll help everything fall into place – so you can go on to enjoy what you’ve worked so hard for.

How we help

Pinpoint your destination

It’s important to know where you’re heading and how you’re going to get there. With your financial plan as your map, we’ll help you choose the best route. Because when your destination is clear, decisions are easy.

Align business and personal

Your business and personal wealth are tied closely, so they need to be in sync. We’ll help align the two in a singular, comprehensive financial and life plan, so that they’re working together towards your end goals.

Protect what matters

After working hard to build your success, protecting it is essential. Whether it’s protecting key people and processes within the business, or safeguarding against unforeseen events, we’ll put a plan in place to keep your livelihood (and family) secure.

Plan an exit

Some business owners can’t envisage a day when they’ll leave it all behind – and some never do! But for others, there will come a time when they’re ready to step away. We’ll help you plan an exit strategy that works for both you and your business.

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.

Reviews and Ratings for Financial adviser Chris Weetman, Warrington

Corinne Edwards

Client since: 2010

David Cook

Client since: 2018

Eugene and Margaret Boyle

Client since: 2016

Starting your own business isn’t just a job – it’s a way of life.

Richard Branson

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