We help clients in Otley and surrounding areas to achieve and maintain their desired lifestyle. Our aim is to deliver financial peace of mind, at every stage of life. We've been recognised as meeting the Chartered Insurance Institute (CII) criteria to receive the Pension Transfer Gold Standard. That means we adhere to a stringent set of principles when it comes to pension transfer advice.
As a result, you can be confident you're dealing with an ethical adviser who has your best interests at heart. The VouchedFor Top Rated guide was created to help identify the best financial planners and firms throughout the UK. We're delighted that Lewys has qualified as a 2021 Top Rated adviser. We've been based right in the heart of Otley since 1991.
Christopher Little has always been part of the local community and we remain committed to offering the personalised, caring service we know our clients value. Come and meet us and get to know us better on our team pages. We believe that great things can be achieved when we work together as a community.
As a result, you can be confident you're dealing with an ethical adviser who has your best interests at heart. The VouchedFor Top Rated guide was created to help identify the best financial planners and firms throughout the UK. We're delighted that Lewys has qualified as a 2021 Top Rated adviser. We've been based right in the heart of Otley since 1991.
Christopher Little has always been part of the local community and we remain committed to offering the personalised, caring service we know our clients value. Come and meet us and get to know us better on our team pages. We believe that great things can be achieved when we work together as a community.
Services
Christopher Little & Co Financial Advisers was founded in 1991 by Christopher Little.
From our office, based in the picturesque market town of Otley, we have been helping clients achieve their goals through sound financial planning for over 25 years.
Put faces to names and find out a bit more about us, how we're qualified to help you and a few things you probably don't know about us.
As a client-centred business, we're proud to have been listed as a VouchedFor Top-Rated Adviser in 2021.
VouchedFor only list financial advisers who are authorised by the appropriate governing body and who pass extensive checks.
From our office, based in the picturesque market town of Otley, we have been helping clients achieve their goals through sound financial planning for over 25 years.
Put faces to names and find out a bit more about us, how we're qualified to help you and a few things you probably don't know about us.
As a client-centred business, we're proud to have been listed as a VouchedFor Top-Rated Adviser in 2021.
VouchedFor only list financial advisers who are authorised by the appropriate governing body and who pass extensive checks.
Approaching a financial planner for the first time, can feel like big step.
You'll quite rightly want to know what makes us different from others and what we do particularly well.
So here are a few things our clients tell us they value about us.
We practice whole-of-life financial planning.
That means we can get to know you, understand what your long-term and lifestyle goals are, support you throughout your life as it inevitably changes, and invest in your future just as you do.
We take our responsibility to your money very seriously.
You'll quite rightly want to know what makes us different from others and what we do particularly well.
So here are a few things our clients tell us they value about us.
We practice whole-of-life financial planning.
That means we can get to know you, understand what your long-term and lifestyle goals are, support you throughout your life as it inevitably changes, and invest in your future just as you do.
We take our responsibility to your money very seriously.
It's really important we get to know you well at the beginning of the journey.
And that you get to know us!
During our initial consultation we'll ask you about your finances, of course; your current financial picture and any products or plans you already have in place.
But we'll also ask you about you; your goals, hopes, aspirations and what's important to you.
To bring about the results you want to see, we first need to establish what they are.
We do not charge a fee for this stage.
We'll explore and research different scenarios to make the best use of your existing plans.
And that you get to know us!
During our initial consultation we'll ask you about your finances, of course; your current financial picture and any products or plans you already have in place.
But we'll also ask you about you; your goals, hopes, aspirations and what's important to you.
To bring about the results you want to see, we first need to establish what they are.
We do not charge a fee for this stage.
We'll explore and research different scenarios to make the best use of your existing plans.
As members of the thriving Otley community, we support our friends and neighbours in a number of important ways.
We're a member of the Otley and District Chamber of Trade and Commerce.
Otley Chamber was established in the 1930s and has consistently spoken out on behalf of local businesses.
Our Membership reflects the wide range of businesses in the town and includes High Street names as well as numerous specialist retailers and service providers.
Visit Otley Chamber for more information on the work of the Otley and District Chamber of Trade and Commerce.
We're a member of the Otley and District Chamber of Trade and Commerce.
Otley Chamber was established in the 1930s and has consistently spoken out on behalf of local businesses.
Our Membership reflects the wide range of businesses in the town and includes High Street names as well as numerous specialist retailers and service providers.
Visit Otley Chamber for more information on the work of the Otley and District Chamber of Trade and Commerce.
Time spent with clients and the changing financial landscape over the last 13 years means there isn't much that I haven't seen or been involved with.
You learn to expect the unexpected.
I've always wanted a certain amount of freedom in how I am allowed to work with clients.
That has largely led to where I am today, a proud business owner who can sleep at night knowing I am working to the absolute best of my ability as a Financial Adviser for our clients.
My day to day is spent speaking to and meeting with clients, reviewing their financial plans and making sure they remain on track.
You learn to expect the unexpected.
I've always wanted a certain amount of freedom in how I am allowed to work with clients.
That has largely led to where I am today, a proud business owner who can sleep at night knowing I am working to the absolute best of my ability as a Financial Adviser for our clients.
My day to day is spent speaking to and meeting with clients, reviewing their financial plans and making sure they remain on track.
Reviews
Be the first to review Christopher Little.
Write a Review
