Otus Financial Planning - Altrincham

Otus Financial Planning is a financial planning firm located at Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom. They can be reached at 1619287590 or through their website otusfp.com.

As a financial planner, Otus Financial Planning specializes in providing expert advice to help individuals and businesses make informed decisions about their financial future. They offer a range of services including retirement planning, investment management, tax planning, and estate planning.

One of the key features of Otus Financial Planning is their commitment to accessibility. They offer online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. Additionally, they have wheelchair accessible parking and restrooms, ensuring that all clients can easily access their services.

The firm has received rave reviews from clients, with a current average rating of 5/5 on Google My Business based on 12 reviews. Clients have praised the firm for their expertise, professionalism, and personalized approach to financial planning.

Reviews of Otus Financial Planning

Penny Aspden

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 Howden

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 Lea

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 Edwards

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 Jordan

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 Cartlidge

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 Worthington

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'Alessio

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.