Otter Financial Services Ltd
62 Mill St
EX11 1AF
Ottery St Mary

About Otter Financial Services Ltd

We are an Independent Financial Advisory practice based in Ottery St Mary, Devon.  We offer Independent, whole of market advice for Mortgage and Equity Release Products, and are members of the Equity Release Council.

Rob has over 20 years financial services experience, offers advice on Mortgages, Equity Release, Long Term Care, Pensions, Investments and Protection products.

We offer a free initial consultation either at our office in Ottery St Mary or at your home or place of work.

Experience & Qualifications

I have over 20 years experience in the Financial Services industry.  13 years as an adviser in the Independent Sector

Qualifications -  Diploma in Financial Planning (DipPFS), Mortgage Advice Qualification (MAQ) ,Equity Release Qualification and Certificate in Insurance Practice.

We are directly authorised by the Financial Conduct Authority (FCA), our registration number is 593699.

We are also members of the Equity Release Council, which is an organisation setting standards and good practice in the Equity Release Industry.

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