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.
Client since: 2010
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.
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.