Otus Financial Planning - Altrincham

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.

👍 Reviews of Otus Financial Planning

Penny A.

5/5

I recommend Chris Weetman as a financial advisor who can tailor your portfolio to what you are seeking to achieve. I met Chris as I was approaching semi-retirement and he has helped me understand my long term financial situation and the likely impact of differing expenditure patterns and external factors on my financial resources. Chris is very personable and has a wealth of relevant expertise to tap into whether its tax, inheritance, investments, pensions, planning for old age etc.

Keith H.

5/5

Chris provided me with pension advice which allowed me to retire early and have sufficient income to maintain a lifestyle I desired pending receipt of my State Pension. Chris and his team provide a very personal, friendly and professional service at all times.

John L.

5/5

My wife and I have been lucky enough to have had Chris’s support and advice for over 10 years since we retired. He and his team have helped us greatly in planning our financial future and ensuring we have a secure financial retirement with our pension and investments.

Corinne E.

5/5

I cannot recommend Chris Weetman and the Otus team enough. Due to the excellent and professional advice given to me by Chris, I have been able to retire early at my target retirement age. He keeps in regular contact with me and takes the time to truly understand myself and my goals. As life takes different twists snd turns, Chris has been there to guide me through how to best deal with these financially.

Bay J.

5/5

My wife and I have worked with Chris and his team for 10 years and are extremely happy with our relationship. Their service is prompt, professional and efficient.

Alan C.

5/5

Excellent professional service. Chris has as deep understanding of the financial markets as they relate to personal tax and financial planning strategies. Would not hesitate to recommend.

Mark W.

5/5

I was taking early retirement and needed an IFA to help organise my pension planning. Chris was recommended to me by a trusted work colleague. From the very first meeting Chris has been charming and personable, he never rushes, takes time to have a chat about life and family. I wanted a specific drawdown facility with my pension, Chris was able to arrange this quickly and smoothly. This facility has been working very successfully for several years. The advice and documentation I have received has always been clearly explained.
I also want to mention the 'backroom staff', Charlene and Dave. They have been really helpful with queries, very responsive.
Thoroughly recommend Otus.

Joe D.

5/5

My wife and I have worked with Chris and his team for almost 10 years now and have found Otus to be trustworthy, provide sound advice with no pressure, respond quickly to questions and queries and are nice people to boot! Would recommend them for an initial discussion if you're considering appointing a financial adviser.