Otus Financial Planning
45 The Downs, Greater Manchester, United Kingdom
About Otus Financial Planning
Welcome to Otus Financial Planning, a premier establishment in the finance industry. Our headquarters are located at Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom, where we have been providing top-notch financial planning services since our inception. At Otus Financial Planning, we pride ourselves on offering expert advice and innovative solutions that are tailored to meet the unique needs of our clients.
As a point of interest in the community, we have become well-known for our exceptional customer service and industry expertise. Our team of experienced financial advisors and planners are committed to providing our clients with the highest level of service and attention to detail. We understand that each of our clients has unique financial goals and challenges, which is why we work closely with them to develop customized plans that fit their specific needs.
Whether you are planning for retirement, saving for your child's education, or looking to invest in your future, our team of experts is here to help you achieve your financial objectives. We are passionate about helping our clients make informed decisions about their finances, and we do so with integrity and professionalism.
At Otus Financial Planning, our clients come first. We understand that the financial planning process can be complex and overwhelming, which is why we strive to make it as simple and transparent as possible. We are committed to providing our clients with the knowledge and resources they need to make informed decisions about their financial future.
If you are looking for a trusted financial planner who can help you achieve your goals and dreams, look no further than Otus Financial Planning. Contact us today to learn more about our services and how we can help you reach your financial goals.
Photos of Otus Financial Planning
Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom
Opening hours of Otus Financial Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
09:00 - 13:00
Sunday:
Day off
Reviews of Otus Financial Planning
"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."
"Really pleased with the service received from Chris and OTUS"
"Excellent service. Strongly recommended."
"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."
"I approached Chris at Otus Financial Planning about providing me with advice and a balanced view on the pros and cons of transferring out of a Defined Benefit pension scheme. The report and subsequent discussions we had were straightforward and easy to understand which allowed me to make an informed decision about what I should do for the best. Chris and his admin team made the entire process very smooth and painless. Every step of the way I was kept in the picture where things were up to and what was going to happen next. I really can’t fault the service that Chris and his team provided me with."
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