Achieve and keep the life you want

Financial and life planning services for the people of Cheshire and Greater Manchester.

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About us

We firmly believe that a fulfilled life doesn’t revolve around money. Instead, it’s one that seizes experiences and opportunities with both hands, one in which you feel safe, happy and secure. For us, money isn’t the end goal, but simply the means to the end.

We help people realise their greatest aspirations in life, then set up their financial structures in a way that supports those dreams. Together, we’ll help you get the life you want – and keep it.

About us

Who we work with

We help people who have questions and dreams for the future gain the clarity and freedom they seek. Take a look at the kinds of clients we work best with.

We’re a VouchedFor Top Rated Firm

Reviews and Ratings for Financial adviser Chris Weetman, Warrington

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.

Even better, we are Altrincham's only Top Rated financial planning firm.

What our clients think

We’re passionate about providing people with a truly personal service that brings about transformative results. But don’t just take our word for it – hear from some of our clients about what working together has done for their lives.

Reviews and Ratings for Financial adviser Chris Weetman, Warrington

Corinne Edwards

Client since: 2010

David Cook

Client since: 2018

Eugene and Margaret Boyle

Client since: 2016

Meet the team

Our team knows how to get the best for our clients and provides a highly personalised service. Lead by Chris Weetman, a Chartered and Certified Financial Planner with over 30 years experience, the Otus team focus on supporting you towards your financial and life goals.

Get to know us

Chris Weetman

Chartered Financial Planner

Charlene Eden

Financial Administrator

Dave Edwards

Financial Administrator

The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.

Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

Otus Financial Ltd. registered in England and Wales company registration number 7540565.

Copyright 2024 - Otus Financial Planning