Chris Weetman

Chris Weetman

Otus Financial Planning

Minimum savings/pensions: Over £250,000

0161 937 7600
Based in Altrincham
View location

Top Rated 2025
Verified since: February, 2023

4.9 out of 5

167 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 April 2025

  • 35

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 23 October 2024

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

  • Transparent Fees

    Chris has provided information on their typical fees

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Chris

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 April 2025

  • 35

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 23 October 2024

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

  • Transparent Fees

    Chris has provided information on their typical fees

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Chris

For 25 years, as an employee of some of the biggest names in banking and insurance in the UK, I’d seen financial services companies move from being a valued part of the community to viewing their customers as a source of greater ‘share of wallet’, where it wasn’t important to help and protect them, simply to sell them more and more products. I found this a very frustrating place to be and was determined to offer something different to my clients. I created Otus because I am determined to give clients a genuinely personal service; a long-term relationship based on trust and understanding. My mission is to help you identify, create and maintain the lifestyle you want for you and your family; so you can get on with living your chosen life right now and never have to worry about money. Our services include everything that you would expect from great financial advisers, but we give you more: More of our time. We take you on a journey of discovery and show you how your finances can really work for you and what is possible. For you to achieve this, you need to work with people who really understand your personal goals. • The first thing we do is discover what you’d like life to look, feel and be like to be totally fulfilled. • We then look at where you are right now. • What are your plans for the future? • What keeps you awake at night? • What values are most important to you? That’s the foundation on which everything else we do for you will be built. Your interests come first and you will get face-to-face advice from a very experienced and highly qualified Financial Planner. You’ll have planning meetings so you will know that your finances are on track and everything will be presented to you in a way that’s clear and easy to understand. For the last 13 years, we have been helping successful people, like you, overcome their fear of running out of money; we have given them back control of their lives to live as they see fit; we work to ensure that our clients have peace of mind knowing that their future is sorted.

Offers available through VouchedFor

Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Chris's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Chris

Are you a client of Chris? Write your own review
Review

by a verified client in Lancashire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Initially was trying to put together a long term financial plan for me and my family and needed expert advice I could understand and rely on

How has Chris Weetman helped you?

Professional, understandable inputs, focussing on the areas that are important to me whilst anticipating and making me aware of what could become important to me

Have you seen the outcome you were hoping for?

yes - with retained ongoing focus on key areas to deliver my personal plan

What could they have done better?

More regular reviews were a necessary requirement for me and this has been addressed now by Chris and his team

Chris:

Thank you so much for your feedback! We're delighted to hear that Chris and the team were able to address your need for more regular reviews and have been able to provide the expert guidance you were looking for. It's great to know that we've been able to offer you clear, professional advice while focusing on the areas most important to you. We're looking forward to continue supporting you and your family as you work toward achieving your long-term financial goals.
Review

by a verified client in North Yorkshire

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Chris Weetman helped you?

Changed my thinking with his detailed and thoughtful advice, backed up with great information.it has allowed me to retire 5 years earlier than anticipated and given me confidence for the years ahead

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing great advice

Chris:

Thank you so much for your kind words! I'm delighted to hear that my advice had such a positive impact on your life. It's great to know that it helped you retire earlier than expected and gave you confidence for the future.
Review

by a verified client in Manchester

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Chris Weetman helped you?

Advising on continuing investment of savings and pension funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Chris:

Thank you so much for your feedback. It’s great to hear that you’re feeling confident about being on track with your goals, and we really appreciate your trust in Chris and the team. It’s also good to know that you feel comfortable discussing both financial matters and personal challenges with us. We strive to provide not just expert advice, but also a supportive relationship. Your willingness to recommend Chris to others and the high level of confidence you have in our services means a lot to us. Thank you again for being such a valued client, and please don’t hesitate to contact us whenever you need assistance!
Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

About ten years ago I received an inheritance which I wished to invest.

How has Chris Weetman helped you?

After careful assessment, Chris was able to advise me on a suitable investment plan whilst allowing me to withdraw funds as and when required.

Have you seen the outcome you were hoping for?

Yes

Chris:

Thank you so much for taking the time to share your thoughts! We’re so glad that Chris was able to provide the right investment plan to suit your needs, particularly with the flexibility to access funds when required. It’s always our goal to ensure that clients are supported in a way that works best for them, and we’re happy to hear that you’ve felt that with the advice provided. It’s also great to see that your annual check-ins with Chris leave you feeling completely confident that you're on track with your goals. That level of trust and assurance is exactly what great financial advice should provide. We also appreciate knowing that you feel comfortable discussing not just financial matters but personal challenges as well. It speaks volumes about the supportive relationship you've built with Chris. Your feedback on communication, clarity, and engagement is invaluable, and it's reassuring to know that Chris's correspondence is clear and meaningful to you.
Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Benchmarking advice

How has Chris Weetman helped you?

Across investment and IHT planning

Have you seen the outcome you were hoping for?

Yes

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Otus Financial Ltd is authorised and regulated by the Financial Conduct Authority.
Any advice provided in the following areas is not regulated by the Financial Conduct Authority: Trusts and Taxation