Why choose us?
Find out more about what makes us different
Finding the right fit
The decision to take financial advice is a big one. Choosing which firm to work with can be even tougher! We believe it’s important to work with someone who shares your values and really understands your personal goals – and that’s exactly what we do. Here’s why many people come to us.
We do things right
For us, financial planning is about so much more than money, products and policies. It’s about goals, dreams, and living a purposeful, meaningful life. Our style of financial planning helps you get that life and keep it.
Highly qualified
Chris is one of the most highly qualified financial planners in the UK. He’s is one of only a select few to hold both Chartered and Certified accreditations, which is a testament to his depth of knowledge and expertise.
Deliberately small
We’re careful to limit the number of clients we work with, so that we can give people the time and care they deserve. By keeping a close-knit circle, it also allows us to build highly personalised and unique plans.
Long-term approach
We work best with people in the long-term, as opposed to a more transactional relationship. A holistic, ‘bigger picture’ approach means we’re able to forge a real partnership, and it’s the kind that gets results.
What you’ll gain when we work together:
- A better understanding of your money
- An understanding of what really matters to you, aside from money
- The confidence to spend your money and do things you might have previously put off
- The power to make the right decisions
- Clarity and peace of mind for the future
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.
Even better, we are Altrincham’s only Top Rated financial planning firm.
Our 2024 client survey
We carried out a client survey to find out what our clients thought of us and the service we provide. Here’s what they had to say:

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.