Otter Financial Services - Ottery Saint Mary

Address: 62 Mill St, Ottery Saint Mary EX11 1AF, United Kingdom.
Phone: 1404815551.
Website: otterfinancial.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 5/5.

Location of Otter Financial Services

1404815551

Otter Financial Services, located at Address: 62 Mill St, Ottery Saint Mary EX11 1AF, United Kingdom, is a renowned financial planning firm that has been serving the community with their financial needs. With a phone number: 1404815551 and website: otterfinancial.co.uk, this company has built a reputation for providing expert financial advice and planning services.

One of the primary specialties of Otter Financial Services is being a financial planner. They help clients achieve their financial goals by providing personalized financial plans that consider their unique circumstances and financial objectives. They offer a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning.

Otter Financial Services is committed to providing exceptional customer service and ensuring that their clients receive the best possible advice and guidance. They offer online appointments and on-site services, making it easy and convenient for clients to access their services. The company's facilities are also wheelchair-accessible, ensuring that everyone can access their services.

In addition, the company has received numerous positive reviews from clients, with a average opinion: 5/5 on Google My Business from 26 reviews. This is a testament to the company's commitment to providing excellent financial services and building long-lasting relationships with their clients.

Overall, Otter Financial Services is an excellent choice for anyone looking for a reliable and trustworthy financial planning firm. Their expertise, commitment to customer service, and convenient location make them an ideal choice for individuals and businesses seeking financial advice and planning services.

If you're looking for a financial planner that can help you achieve your financial goals, we highly recommend contacting Otter Financial Services today. You can visit their website at otterfinancial.co.uk to learn more about their services and schedule an appointment.

Reviews of Otter Financial Services

Otter Financial Services - Ottery Saint Mary

Nicole Sanford

5/5

I have been using Otter Financial Services for quite a few years now, and appreciate all the guidance that is offered and presented in an easy to understand format.
Having lost me husband a few years ago, knowing Damien has made the transition from being part of a partnership to having to look after my own finances much smoother.
I have always found Damien to be efficient, honest, trustworthy and understanding, I have nothing but praise for the company.
I would have no hesitation in recommending Otter Financial Services to anyone.

John Green

5/5

My wife and I have been a customer of Otter Financial Services for many years. During all this time we have dealt with Damien who has been professional in all our dealings. He is very responsive to any questions I have asked and the advice we get is always well supported by information.

Damien has continued to provide great support during Covid with Zoom meetings. I love the fact that I can keep a track of my investments via online portals as well as receiving regular updates on performance from Damien.

We would recommend Otter Financial Services.

Peter Phillips

5/5

My wife and I have used Otter Financial Services for many years since our retirement.
We have found them to be totally professional, very reasonable with their charges and extraordinarily rapid to respond to any queries we have had.
Our retirement funds have consistently grown thanks to the choice of funds they have made for us despite Brexit, Covid etc.
Damien has been excellent in his communication and his advise and we would have no hesitation at all to recommend Damien and his company to anyone needing sound financial advice.

John Bowler

5/5

Trusted friends highly recommended Otter Financial Services to us two years ago and we have been extremely satisfied with the honesty, clarity and thoughtfulness of the advice we have received and continue to receive. Although 2020 was a baptism of fire for us "investment newcomers" Damien remained -thankfully- always very honest and patient with us.

kathy morcom

5/5

Damien has made understanding our financial choices very easy, he always listens and tailors his advice and guidance to our particular needs as they change. We are very pleased with the return on our money and would not hesitate to recommend Otter Financial Services to anyone.

Tina Duckitt

5/5

Having a number of small pensions pots spread out over a number of providers we found ourselves floundering as to what to do when the pensions became payable so kept postponing to the point we needed help to access the funds.

Otter Financial Services provided us with a full review of our retirement financial situation putting together a number of scenario's that reassured us no end. They then pulled everything together for us, all we had to do was provide the information on the funds we had and the contact details and sign authority forms and Otter Financial Services did the rest for us.

With out using Otter Financial Services we would have missed out on a 6 month back payment of a company pension scheme that we had no idea was payable, and we would have taken fund monthly from the small pension pots before we actually needed to depleting them unnecessarily. The lump sums sorted out for us have also come in very handy.

We would not be in the position we are today without using the services provided by Otter Financial Services, and we are delighted that they are able to provide us with an ongoing service including annual reviews. We are very happy with the services provided, including the reliability and professionalism shown. The individuals working for Otter Financial could not have been easier to get along with and to understand. They made time for us to make sure we understood, and persisted with the not so speedy pension providers!

We are delighted to recommend Damien and the team and look forward to working with them for many years to come.

Danuta Joyce

5/5

In the many years I've entrusted Damien & the Otter Financial Services team with my pension & investments, I have nothing but praise for their business acumen, care and professionalism. I have seen my assets grow consistently thanks to the care and expertise of the team. There is no doubt I'd recommend Otter Financial Services to anyone looking for a dedicated & professional business

Jenny Spencer

5/5

My husband and I have both used Damien for our financial services for our respective retirements. Damien and his team have been nothing but kind, helpful and informative. Our ongoing relationship has helped us to manage our aspirations. We have already recommended Damien to each other and other family members and have no problem in passing on our satisfaction to others for the teams services.