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Happy senior people wearing “volunteer” t-shirts. 5 fantastic reasons to make volunteering part of your retirement plan

You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and enjoyable future. Of course, having your finances in order is crucial if you…

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A group of people socialising. Why FOMO could be driving crypto investment decisions

Cryptoassets may not be regulated financial products so please be aware that trading them carries a considerable amount of risk for your capital. Cryptocurrencies are also not covered by existing consumer protection laws and are…

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UK bank notes on a table. The £12.3 billion cost of delaying estate planning

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT…

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A father playing with his young daughter. 4 practical reasons to regularly contribute to your child’s pension

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. Whether your child is still in nursery or already working their way up…

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Female financial planner showing a senior woman charts on a laptop. How a cashflow model could provide clarity about your retirement income

Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years. In a 2023 survey by Legal & General,…

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A man looking anxious. The psychology of fear in investing: Why mastering it could support long-term success

Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning how fear influences investment decisions and how to master it…

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EX11 1AF

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© Otter Financial Services Ltd 2026. 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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