Business Details
35 Years
experience
Your Trusted Financial Advisers in Otley
Established in 1991, we have been serving the Otley community with personalized financial solutions for over three decades. Our team of experienced professionals specialises in delivering tailored financial planning and mortgage services, prioritising client needs through every life stage. With a commitment to local community engagement, we combine deep industry expertise with a caring approach to help clients achieve long-term financial security.Recognised as a VouchedFor Top Rated Firm for four consecutive years, our practice is built on transparency, client satisfaction, and evidence-based financial strategies. We maintain regulatory compliance through our association with Quilter Financial Services Limited, operating under the oversight of the Financial Conduct Authority.
Services
Financial Planning
Mortgage Advice
Equity Release
Client Stories
Community Support
Details
- Year established: 1991
Highlights and features
- We have 33 years of experience serving Otley's financial needs
- Our team holds professional qualifications in financial planning
- We maintain 100% client satisfaction based on survey data
- Recognised as VouchedFor Top Rated Advisers for four consecutive years
- We combine local market knowledge with national regulatory compliance
Associations and certifications
- VouchedFor
What people say
100% satisfied
Top Rated Firm
Helped achieve goals
Services
Financial Planning
We create tailored financial strategies for clients at every life stage, from early career planning to retirement preparation. Our approach considers individual goals, risk profiles, and market conditions to build sustainable wealth. With expertise in tax-efficient investments and pension planning, we help clients achieve financial security while maintaining flexibility for changing circumstances.
Mortgage Advice
Our mortgage specialists guide clients through property purchases, remortgaging, and buy-to-let investments. We offer comprehensive advice on first-time buyer schemes, home mover requirements, and equity release options. By analysing market trends and lender criteria, we secure competitive mortgage solutions aligned with clients' financial situations and long-term objectives.
Equity Release
We provide specialist advice on releasing property equity for clients aged 55+. Our regulated advisers explain lifetime mortgage options and home reversion plans, ensuring clients understand the implications for inheritance and means-tested benefits while accessing tax-free capital.
Client Stories
Real client experiences demonstrate our approach to financial challenges. These anonymised examples show how we've helped individuals achieve retirement goals, navigate career transitions, and optimise property investments while maintaining compliance with financial regulations and client confidentiality.
Community Support
As active Otley business members, we support local initiatives through awards participation and community partnerships. Our commitment extends beyond financial advice to fostering economic growth and social development within the Yorkshire region through practical business support and sponsorship.
People
Thomas Hatley
Financial Planner
With extensive experience in financial planning, Thomas specialises in creating tailored wealth management strategies for clients at all life stages, focusing on long-term financial security.
Richard Marshall
Financial Planner
Richard provides expert mortgage and investment advice, combining technical knowledge with client-focused service to help individuals achieve their property and wealth goals.
Sharon Conway
Finance Manager
Sharon oversees financial operations and client account management, ensuring efficient service delivery while maintaining compliance with industry regulations and internal standards.
Harrison Beel
Trainee Paraplanner
Harrison supports financial planners with research and documentation, developing expertise in investment strategies and regulatory compliance through hands-on training.
Ben Flyde
Trainee Paraplanner
Ben assists in preparing financial plans and client reports, gaining practical experience in mortgage analysis and wealth management under senior team supervision.
Questions
What financial services do you specialise in?
We specialise in life-stage financial planning, mortgage advice, equity release, and wealth management tailored to individual client needs.
How do you support local community initiatives?
As Otley-based advisers since 1991, we actively participate in local business awards and community development projects.
What makes your financial planning approach unique?
Our four-step process combines personal consultation, customised planning, implementation support, and ongoing review for optimal results.
Are your services regulated by financial authorities?
Yes, we operate under Quilter Financial Services Limited, authorised and regulated by the Financial Conduct Authority.
How can I access your financial resources?
Our guides, client stories, and market insights are available through our website or by contacting our Otley office directly.
What client support options are available?
We offer in-person consultations, telephone support, and email correspondence with our team of qualified financial planners.
Reviews (7)
Ruth Kilby
Jun 18, 2022
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Popped in to ask some basic questions, helping with budgeting and first time buying and they were really friendly and happy to help with no cost and no appointment. Lovely guys, thank you Richard for helping me with my queries.
Ellie Stowell
May 30, 2022
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Richard at Christoper Little was an amazing help in getting our first mortgage. Despite a few challenges along the way, Richard went above and beyond to find us the right fit and we felt reassured and confident throughout the process. Couldn't be happier with the service and outcome we recieved.
Benjamin Innes
May 05, 2022
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Rich was a great help in expanding my knowledge about investing and devising a strategy in line with my risk tolerance. Very professional, knowledgeable and great value compared to other providers I've looked into.
Catherine Anne Irwin
Apr 02, 2022
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Thankyou so much for incredible helpful advice. As a new client I was received with absolute professionalism but also made to feel at ease. My concerns were dealt with effectively and knowledge and experience of staff was obvious My situation was explained to me succinctly but also in a manner which was accessible. Certainly deserving of five star rating!
Denise Nugent
Mar 16, 2022
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I went to see Richard Marshall after receiving a share of inheritance of my parents' family home and to buy out my brother. Richard did a comprehensive review of my finances. Everything was explained in terms that I could understand and my available options were made clear. I am very pleased with the outcome as I would not have been able to do this myself. Richard is friendly, knowledgeable and professional and I would highly recommend him to others.
Jacqulyn Jean
Jul 05, 2021
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Tom has been such an amazing support to me since 2019, giving me fantastic financial help through difficult times. From the first time I spoke to Tom he put me at ease and went above and beyond in all aspects of his work to help find me a solution. Tom always gives excellent advice and is very reliable, friendly and extremely professional at all times. I would recommend Tom to everyone as I have never experienced such fantastic customer service whilst also being great value. Thank you.
Nick Leathley
May 23, 2021
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Great service again from Thomas. Quick visit to ask about advise on pension planning. He provided latest printed update from Pension Provider. More importantly he gave me the information that the Pension Provider had not really explained in the recent correspondance. Set my mind at ease and fully supportive of my plans which was great!
