From a young age, we’re told to save for a rainy day. Hopefully, it’s a message that’s instilled some good money habits into adulthood, setting you on the right path for future goals, be it…
When you’re planning your financial future, you’ve probably considered how much you need and how much you can afford to put away. But when you’re planning your retirement, have you factored in longevity? At a…
If you’ve been saving into a pension throughout your working life, you might be closer to the Lifetime Allowance than you think. Going over the threshold could mean facing additional tax charges on your future…
After a year of investment market volatility, we’ve found the insights of Dimensional’s 2018 Market Review perceptive and useful as we look back over 2018 and plan for another year. Dimensional’s straightforward approach is what…
We’re thrilled to announce that Otter Financial has recently been awarded British Standard (BS) 8577 accreditation as part of our ongoing commitment to deliver an exceptional service to all our clients. It marks us as…
When it comes to falling ill or being injured for an extended period of time, we often think it won’t happen to us. But when questioned about it, research shows it’s something that worries more…