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Two women talking over a coffee. Investing 101: 4 useful questions to answer when reviewing your portfolio

Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency.  Now, read on to discover why reviewing…

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A family playing together outside. England’s first universal basic income trial prepares to launch. Could it be the future?

Participants of a trial in England are set to receive an income every month without having to work. It’s the first time universal basic income (UBI) will be provided in England, and advocates argue it…

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A man reading the news on a tablet. Why emotional decision-making could be costing you investment returns

It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals. While you try to…

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A man shopping in a supermarket. A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t too long ago that the…

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A couple walking their dog in a park. Millions of retirees could be overlooking the benefits of annuities, research suggests

The number of retirees choosing an annuity to generate an income is on the rise. Yet, research suggests millions of people may be overlooking the option because they don’t understand how annuities work. An annuity…

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A woman looking at investments on her phone. Investing 101: What you need to know about tax efficiency and your investment options

Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to make when investing that could affect the outcomes and the tax you’re liable…

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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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