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Financial fears could be holding back millions of retirement dreams

Research suggests the fear of running out of money later in life could be holding back millions of retirees. While spending too much too soon is a risk for some retirees, it could also mean…

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3 simple questions that may help you update your life goals for 2025

As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some simple questions that may help you assess if your life…

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Someone touching grass. Why a change of location could help you get out of a “creative rut”

If you’ve ever struggled to find motivation, you’ll know how draining it can feel to push through and finish your work. Getting out of a rut can be difficult, but is far from impossible. Finding…

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A woman talking on the phone at home. The voice cloning AI scam you need to be aware of

Artificial Intelligence (AI) is providing scammers with new ways to try and dupe you. One type of scam that’s on the rise that you should be aware of is “voice cloning”. Voice cloning uses AI…

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A family with a young child holding hands outdoors. 4 valuable ways lifetime cashflow forecasting could give you financial confidence

Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to feel confident about what’s to…

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Grandparents doing a jigsaw with their two grandchildren. Why your financial plan could benefit more than you by creating a legacy

You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a financial plan focuses on your goals, you…

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Ottery St Mary,
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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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