Financial Consultancy

Our Financial Consultancy service provides a full oversight of financial affairs and long-term planning for you, your family and your business. This can range from managing bank accounts day-to-day to arranging finance or assisting with long-term estate planning.

Operating across the whole of eh UK and with significant experience in all aspects of finance, our financial consultants have a deep understanding of how to approach a wide range of situations. Our financial consultancy organises the best financial advice and solutions through our extensive network of Partners.

Whether you need long term tax planning, pensions advice, wills or trust and estate planning then we know the right partners for you. Potential investors will require different advice depending on their personal circumstances, needs and objectives and importantly, their attitude to risk. We will tailor who manages where your funds are invested based on your needs.

Our expert financial consultants can help you with all aspects of business planning, providing advice and recommendations for financial projections, cash flow, financial planning and financial modelling.

As well as identifying solutions to meet your needs, our financial consultancy will also manage the entire process on your behalf. We'll gather and present all required information, deal with the involved professionals and assist you with all written documents and administration tasks. Otium Partners pride ourselves on our focus on building long-term client relationships.

How our Financial Consultants work

Our Financial Consultancy service can be used in conjunction with our Lending Consultancy or on a stand-alone basis and is designed to assist you with all your financial and business planning needs, including;

  • Business strategy and planning

  • Arranging finance/refinance

  • Sourcing and co-ordinating tax advisers, lawyers, financial planners, investment managers, banks and other specialist professionals to achieve your longer-term goals

  • Reviewing banking arrangements and facilities

  • Assisting with re-banking

  • Managing bank accounts day-to-day

  • Reviewing various insurances

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Why use Otium Partners as your Financial Consultants?

Once dominated by giant firms specialising in strategy, audit and tax services, like the large accounting firms and consulting houses, over the  years we have seen the growth of smaller, highly specialised small businesses such as strategic consultants and financial consultants.

Financial consultancy businesses like Otium Partners offer fully independent and unbiased advice. As a result you know that you'll be getting highly specialised and personally catered financial and investment advice. We don't pick from a list of pre-approved options, we search through our massive partner network to find you the best options that suit your specific requirements.

Our financial consultants have over 30 years’ experience in Banking across a range of specialisms, including Corporate Banking, Real Estate lending and Private Banking & Wealth Management. Our aim is to provide clients with an exceptional service, based on complete trust, that encompasses all aspects of their long-term planning as well as their day to day needs.