Dimensional’s 2018 Market Review
After a year of investment market volatility, we’ve found the insights of Dimensional’s 2018 Market Review perceptive and useful as we look back over 2018 and plan for another year. Dimensional’s straightforward approach is what…
We’ve achieved BS 8577 accreditation: What does it mean?
We’re thrilled to announce that Otter Financial has recently been awarded British Standard (BS) 8577 accreditation as part of our ongoing commitment to deliver an exceptional service to all our clients. It marks us as…
One million Brits unable to work for more than a month each year
When it comes to falling ill or being injured for an extended period of time, we often think it won’t happen to us. But when questioned about it, research shows it’s something that worries more…
Why planning for the unexpected is important in retirement
During your working years, you may have actively planned for the unexpected. Perhaps you set aside some of your income each month to cover emergencies or took out a protection product to act as a…
What should you consider when weighing up your investment risk profile?
One of the key decisions you need to make when investing is how much investment risk you want to take. Weighing up the level of risk you’re willing to be exposed to can be challenging….
How do you know when you can retire?
The retirement milestone should be one that’s celebrated. But all too often it’s one that’s affected by doubt and uncertainty too. Giving up your working life is a big decision and one that’s in your…