0161 937 7600
Based in Altrincham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
35
Recent Client Reviews
Chris has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 35 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
35
Recent Client Reviews
Chris has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Chris has received 35 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 9 first impressions)
For 25 years, as an employee of some of the biggest names in banking and insurance in the UK, I’d seen financial services companies move from being a valued part of the community to viewing their customers as a source of greater ‘share of wallet’, where it wasn’t important to help and protect them, simply to sell them more and more products. I found this a very frustrating place to be and was determined to offer something different to my clients. I created Otus because I am determined to give clients a genuinely personal service; a long-term relationship based on trust and understanding. My mission is to help you identify, create and maintain the lifestyle you want for you and your family; so you can get on with living your chosen life right now and never have to worry about money. Our services include everything that you would expect from great financial advisers, but we give you more: More of our time. We take you on a journey of discovery and show you how your finances can really work for you and what is possible. For you to achieve this, you need to work with people who really understand your personal goals. • The first thing we do is discover what you’d like life to look, feel and be like to be totally fulfilled. • We then look at where you are right now. • What are your plans for the future? • What keeps you awake at night? • What values are most important to you? That’s the foundation on which everything else we do for you will be built. Your interests come first and you will get face-to-face advice from a very experienced and highly qualified Financial Planner. You’ll have planning meetings so you will know that your finances are on track and everything will be presented to you in a way that’s clear and easy to understand. For the last 13 years, we have been helping successful people, like you, overcome their fear of running out of money; we have given them back control of their lives to live as they see fit; we work to ensure that our clients have peace of mind knowing that their future is sorted.
Offers available through VouchedFor
Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Chris's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Otus Financial Ltd is authorised and regulated by the Financial Conduct Authority.
Any advice provided in the following areas is not regulated by the Financial Conduct Authority: Trusts and Taxation