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A man riding a bike through a city. A Lasting Power of Attorney could offer protection at every life stage

Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every life stage. An LPA gives someone you trust the ability…

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A woman removing her wedding ring. How to protect financial gifts to your children from relationship breakdowns

As younger generations face challenges reaching milestones as the cost of living soars, you might be thinking about gifting assets to improve their finances. If your beneficiary is in a relationship, you may want to…

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The London skyline. The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

This year the FTSE 100 index turns 40. Over the last four decades, it’s become a way to measure the health of the UK stock market. During that time there have been highs that investors…

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A woman using her phone for online banking. 4 excellent reasons you may want to boost your ISA now

If you haven’t used your ISA allowance for the 2023/24 tax year, it could be wise to review your options over the next few weeks before the 2024/25 tax year starts. Read on to discover…

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A couple on a sightseeing bus. 3 insightful research findings that could help you navigate your “second 50”

A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared to previous generations, and it could have implications for your…

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A man in a hammock using a tablet. Retirement planning: The importance of setting out your lifestyle goals

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month,…

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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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