Otter Financial Services

62 Mill Street, Ottery St Mary EX11 1AF

Otter Financial Services Reviews

5 stars based on 28 reviews

Featured Comments:

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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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  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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  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

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  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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