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The compelling benefits of building a tailored financial plan

While you might have similar goals or circumstances to other people, a financial plan isn’t a one-size-fits-all solution. Instead, a tailored financial plan that considers your needs and goals could help you get far more…

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Behavioural finance: How established habits and experiences could affect your decisions

When you’re making financial decisions, it can be difficult to look at your options objectively. Indeed, factors like your past experiences and emotions may influence the conclusions you draw. Behavioural finance seeks to understand how…

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8 practical tips for setting new year resolutions you’ll stick to

Have you made any new year resolutions yet? While many people start the new year with a goal in mind, not everyone sticks to their plans. In fact, a YouGov survey discovered that only 31%…

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How creating a care fund could provide you with essential protection later in life

Rising life expectancy is good news but it could present some challenges, including making provisions for potentially needing additional help later in life. An Age UK report has highlighted how many people have unmet care…

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Research: The perils of chasing stock market “winners”

Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the most out of your investments. Yet, a study indicates that following the crowd and investing…

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5 practical ways you could keep your child’s retirement on track

Longer lives and financial pressure mean many people believe that retiring in their 60s will become a thing of the past. So, if you want to ensure your child or grandchild can enjoy financial security…

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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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