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Firms cut dividends, what impact will it have on you?

Companies have faced challenges in the last 12 months and, as a result, many have cut or suspended their dividends. If a portion of your income is made up of dividends, it could affect you….

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Thousands will run out of money in retirement, will you?

Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from the People’s Pension suggests that looking at…

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Self-invested personal pensions: Are they right for your savings and achieving life goals?

More people are considering and starting to pay into a self-invested personal pension (SIPP). Increased engagement with retirement planning is good news, but a SIPP isn’t the right option for everyone. If you’re thinking about…

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Estate planning: Our new guide and get organised document

Planning for later life and what you want to happen after you pass away is difficult, and it can mean there are tasks that we put off even though they’re important. That could be ringfencing…

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5 tips for ‘switching off’ when you’re working from home

Thousands of people have welcomed the shift in working from home. It’s helped us stay safe during the pandemic, as well as saving money and providing more free time. However, one of the negative effects…

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Protecting your business: What you need to know about key person insurance

If you’re a business owner, there will be plenty on your mind. From the day-to-day tasks to a long-term strategy, you’ll need to make many decisions. But if you or another key worker were ill,…

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Contact

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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A Production
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