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.
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.
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.
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. Afterall, your money is your gateway to being able to lead the life you want.
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. Afterall, your money is your gateway to being able to lead the life you want.
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.
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.
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.
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 (8)
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.
Paul Emsley
May 31, 2021
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Nick Leathley
May 23, 2021
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Positive: Professionalism, Responsiveness, Value
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!
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!
Karen Day
May 19, 2021
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Adrian Ward Music
May 02, 2021
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I had a great meeting with Tom Hatley of this company this week, availing myself of his free one hour initial consultation. He quickly understood what I was trying to achieve in terms of Inheritance Tax Planning and pointed me in the right direction regarding Life Asssurance, searching the market for the best provider for me but without any pressure to buy. Needless to say I would happily buy through him and would highly recommend him to others for his personable, professional and no-pressure approach.
Lorraine Lake
Nov 13, 2020
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Jamie Wilson
Jul 14, 2020
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Andrew Morrell
Dec 19, 2019
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