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A close up of a man reading a book 7 books about finance that could broaden your knowledge

This year, add some finance books to your reading list to broaden your knowledge and give you more confidence when dealing with financial matters. There are hundreds of books to choose from, whether you want…

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A grandfather and grandson reading a book together 7 different ways you can leave gifts in your will

When you think about writing or updating your will, who you want to benefit from your estate is often the first consideration. However, just as important is how you want to split up the assets…

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A person holding a yellow umbrella as they walk down a street 3 personal finance risks in 2022 and what you can do about them

When you look forward to the year ahead, what do you consider to be the biggest risks to your personal finances? A poll from interactive investor has revealed the three biggest financial worries people have….

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A senior couple enjoying a coffee outside of a cafe 2 allowances to use before the end of the tax year to make your retirement more comfortable

If you’re yet to retire, the financial decisions you make now could affect how comfortable your retirement is. As the end of the tax year approaches, maximising your allowances can improve your finances now and…

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An older man enjoying a coffee with his daughter 38% of parents have provided financial gifts. Can you afford to do it?

As a parent, you may want to help your children achieve financial security by providing a financial gift. Yet, you may also be worried about the effect it could have on your own lifestyle, as…

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5 April circled on a calendar Why now is the perfect time to start thinking about the end of the tax year

2022 may only have just started, but now is an excellent time to start thinking about the end of the tax year. Planning now can help you make the most of allowances and reduce how…

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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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