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Two people shaking hands in an office. 3 valuable reasons your financial reviews are important

Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential.   Often, it’s advised that you…

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A woman using a laptop for a virtual meeting. Zoom orders staff back to the office. Is the remote working trend over?

Despite playing a pivotal role in keeping businesses running as they switched to remote working during the pandemic, Zoom has ordered its staff back to the office. Yet, research suggests both employees and employers are…

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A group of graduates throwing their caps. The 2023 parents’ essential guide to student loans

Heading to university is an exciting time for new students. As a parent, you may feel proud of your child’s achievements, but it’s normal to feel apprehensive as they potentially move out and embrace independence…

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A mother talking to her adult daughter. 7 practical reasons to make a Lasting Power of Attorney now

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found…

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Two people hiking in the woods. 2 excellent ways you could boost your State Pension

While the State Pension may not be your main source of income in retirement, it’s often an important one. If you’re not on track to receive the full amount, there might be things you could…

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Two friends talking over a coffee. 8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about Income Tax in retirement and…

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Ottery St Mary,
Devon
EX11 1AF

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© Otter Financial Services Ltd 2025. 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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