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Financial planner

Otter Financial Services 62 Mill Street, Ottery St Mary EX11 1AF

Otter Financial Services-0
Otter Financial Services 01
5.0
Open Now
Wednesday9AM–5PM

01404 815551

http://www.otterfinancial.co.uk/

62 Mill St, Ottery Saint Mary EX11 1AF, United Kingdom

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Otter Financial Services Reviews

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Tina Duckitt
5.0

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.

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Danuta Joyce
5.0

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

Response from the owner

Thanks Danuta. That's really kind of you. It is a pleasure looking after your affairs and we appreciate your support.

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Peter Phillips
5.0

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.

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Alison Osborne
5.0

My late husband and I went to see Damien when we realised that our private pensions were not going to be enough for us to have a good standard of living when we retired. His advice was sensible and professional and we saw great reward from his actions.When my husband died suddenly and unexpectedly Damien was a massive help in sorting the financial side of my husband’s estate. It was a massive relief to have some I could call on in the most difficult of time who I completely trusted to do his very best for me, and he still does his very best for me.I have absolutely no problem in recommending Damien and Otter Financial Services to anyone, they are such a friendly and professional company. I have trusted them with my finances for many years and hopefully for many years to come,Alison

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kathy morcom
5.0

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.

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John Green
5.0

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.

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Eva Emms
5.0

Throughout the past 16 years I’ve had to call upon Damien Clyburn at Otter Financial Services, he has impressed me with his extensive knowledge of the many and varied financial matters he has had to deal with for me. Whenever the advice concerned pensions, inheritance or investments Damien has always acted promptly to answer my queries and progress matters with financial institutions when necessary.His research is thorough, diligent, appropriate to his client and his advice invaluable as a result.Whilst genuinely helpful and approachable, Damien will always provide a trustworthy, professional and painless service to those fortunate to use his services. He has helped me secure a comfortable financial future which is reviewed every year.I have recommended his services to family and would certainly recommend him to friends.Mrs. EExeter, Devon

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Jenny Spencer
5.0

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.

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Nicole Sanford
5.0

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.

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Sue Tiller
5.0

Damien and his team are always available for a friendly efficient and reliable response to any needs. I feel confident to approach them with any queries big or small and know that I will get the best advice for my needs in a way that is easy for me to understand.

Response from the owner

Hi Sue.Thanks for leaving the review.We appreciate that and glad we provide the necessary support when required.All the best.

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