Otus Financial Planning

Otus Financial Planning Achieve and keep the life you want.

Founded by Chris Weetman in 2011, Otus was created to provide a truly personal financial planning service that helps carve a path to people’s greatest aspirations in life. From senior executives and business owners to people approaching and in retirement, we work with people who are ready to take control of their finances and their future. Our team of experts will work with you to help you:
• Have

a better understanding of your money
• Gain the confidence to spend and do things you might otherwise put off
• Achieve what’s really important to you and have more fun at the same time
• See what’s possible and look forward to the future

We know that setting out on this journey can feel overwhelming, and it’s true that there’s work involved (but probably no more than planning that holiday you look forward to!) The rewards speak for themselves – because when it’s personal and when it’s done right, financial planning can help you achieve and keep the life you want.

We’re absolutely thrilled to be recognised as a Top Rated Firm by VouchedFor 🎉What makes it even more special is that ou...
25/06/2025

We’re absolutely thrilled to be recognised as a Top Rated Firm by VouchedFor 🎉

What makes it even more special is that our very own Chris Weetman has also been named a Top Rated Financial Adviser 👏

This recognition inspires us to keep doing what we love: delivering great advice and helping our clients turn their goals into reality.

Thank you for your continued support 🙌

6 Reasons you might consolidate your pension pots http://bit.ly/2s3CgBs
07/06/2017

6 Reasons you might consolidate your pension pots http://bit.ly/2s3CgBs

Consolidating pensions might be a good idea: lower charges, potential for better investment returns, investment choices, death benefits and flexible retirement

Sustainable investing will continue to grow despite the U.S decision to leave the Paris agreement on climate change. htt...
03/06/2017

Sustainable investing will continue to grow despite the U.S decision to leave the Paris agreement on climate change. http://bit.ly/2rCeOKS

How sustainable investing can help you achieve your financial plan without compromising your values

Financial Planning can achieve amazing results! http://bit.ly/2lLDkqa
22/02/2017

Financial Planning can achieve amazing results! http://bit.ly/2lLDkqa

What do you need to think about when creating your financial plan?

2016/17 Year End Tax Planning http://bit.ly/2lgUzwU
18/02/2017

2016/17 Year End Tax Planning http://bit.ly/2lgUzwU

How to reduce your tax bill and how to reduce your inheritance tax bill by tax planning for 2016/17

How should you invest to achieve your financial plan? http://bit.ly/2kT2YYP
15/02/2017

How should you invest to achieve your financial plan? http://bit.ly/2kT2YYP

Your investment strategy whilst saving should reflect your 'human capital'. Here we consider what this means and how it impacts your financial plan.

Three rules to investing when markets are volatile http://bit.ly/2emSTBt
11/10/2016

Three rules to investing when markets are volatile http://bit.ly/2emSTBt

When stock-markets and currency markets are volatile it pays to invest in a disciplined way. Investing is for the long term.

Why you should start financial planning for any big events as soon as you can http://bit.ly/2ctkDC6
21/09/2016

Why you should start financial planning for any big events as soon as you can http://bit.ly/2ctkDC6

Financial plans need to be made well in advance of major life events that need saving and investment to achieve. Here are some important areas to consider.

Financial worry or Financial Plan? http://bit.ly/2cHbg2D
15/09/2016

Financial worry or Financial Plan? http://bit.ly/2cHbg2D

Safe haven investments are limited and costly. A better approach is a well diversified, low cost investment portfolio linked to your financial plan

Parents putting THEIR financial plan at risk to fund university costs http://bit.ly/2cnCNnA
13/09/2016

Parents putting THEIR financial plan at risk to fund university costs http://bit.ly/2cnCNnA

Saving and Investment for university to protect your financial plan.

How to review your investments and financial plan http://bit.ly/2bTlXAQ
06/09/2016

How to review your investments and financial plan http://bit.ly/2bTlXAQ

Volatile investment markets impact your portfolio. It's important to review and rebalance your investments to ensure your financial plan stays on track.

Address

Grosvenor House, 45, The Downs
Altrincham
WA142QG

Telephone

+441619287590

Website

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