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A woman using a bank card to pay for goods online Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use

Have you watched the Tinder Swindler or Puppet Master on Netflix and wondered how people could fall for the scams? Watching the stories unfold through a screen means you can spot the red flags and…

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A woman holding a takeaway cup of coffee. 3 interesting pieces of data that show why you shouldn’t panic during market volatility

Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets…

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A couple walking a dog in the countryside. “Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities

Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t have the resources to focus…

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A woman helping an older man complete his will. Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged

A will is the only way for your wishes to be legally enforceable when you pass away. However, it’s becoming more common for families to dispute wills. So, what can you do to ensure your…

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A mature couple enjoying the view of an ancient amphitheatre. Why good retirement planning is about more than your pension and money

If you’re nearing retirement, you may be starting to think about planning the next stage of your life. What steps spring to mind? You may prioritise organising your pension, claiming your State Pension, or reviewing…

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A shopper using contactless payment to pay. Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds

If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your retirement, the difference could add…

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01404 815551

 

enquiries@otterfinancial.co.uk

Location

62 Mill Street,
Ottery St Mary,
Devon
EX11 1AF

Where to find us

© Otter Financial Services Ltd 2022. Otter Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number 593699. Registered in England and Wales as a Limited Company No. 3576260. Registered Address: 62 Mill Street, Ottery St Mary, Devon, EX11 1AF.

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An update from the Otter Financial

Our team are now working flexibly, with a combination of working from home and the office. We’re happy to arrange face-to-face meetings, with social distancing and additional hygiene measures in place. However, all meetings will be by appointment only and we cannot accept walk-ins.

If you prefer, we are also happy to carry out meetings via telephone or video conferencing (Zoom). If you’d like to discuss your financial plan or have any concerns, rest assured we’re available as required.

Key contact information:

Telephone: 01404 815551
Email: enquiries@otterfinancial.co.uk