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.
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.
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.
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
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
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.