Otus Financial Planning - Altrincham
Address: Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom.
Phone: 1619287590.
Website: otusfp.com
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, On-site parking.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Otus Financial Planning
⏰ Open Hours of Otus Financial Planning
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Introduction to Otus Financial Planning
Located at Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom, Otus Financial Planning is a reputable financial planning firm dedicated to helping individuals achieve their financial goals. With the phone number 1619287590 and website otusfp.com, the company specializes in providing tailored financial planning solutions.
Specializing in financial planning, Otus Financial Planning has gained a strong reputation for its expertise and personalized approach. The team at Otus Financial Planning is committed to understanding their clients' unique financial situations and goals, and they work closely with them to develop comprehensive financial plans that cater to their specific needs.
Services Offered
Otus Financial Planning offers a range of services, including:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Pension planning
In addition, the company provides online appointment scheduling, ensuring that clients can easily access the services they need. The office is wheelchair accessible, with both parking and restrooms available for individuals with mobility needs.
Client Reviews and Testimonials
Otus Financial Planning has received positive feedback from its clients, with an average rating of 5/5 on Google My Business. Many clients have praised the company's personalized approach and the expertise of its financial planner, Chris Weetman. One client mentioned that Chris helped them understand their long-term financial situation and the potential impact of varying expenditure patterns and external factors on their financial resources. Another client recommended Chris as a financial advisor who can tailor a portfolio to meet their specific goals.
Overall, Otus Financial Planning has established itself as a trusted and reliable financial planning firm, committed to helping individuals achieve their financial goals through personalized and comprehensive planning solutions.