Otis Financial Solutions
Otis Financial Solutions
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Otis Financial Solutions

Trusted Mortgage Advisor – Otis Financial Solutions

At Otis Financial Solutions, my journey in the financial services industry began over 20 years ago, fueled by a genuine passion for helping people achieve their financial goals. From the outset, I was dedicated to providing trusted advice and honest, expert guidance. Over the years, I’ve had the privilege of supporting clients through some of life’s most important financial decisions, including those related to mortgage lending.

Expertise Shaped by Experience

Through hard work and dedication in the field of financial services, I’ve developed a deep understanding of mortgage lending—particularly in complex and high-value cases. This experience has allowed me to navigate even the most intricate financial scenarios, delivering solutions that not only meet technical requirements but also align with my clients’ personal aspirations. Along the way, I’ve built strong, lasting relationships, earning the trust of those I’ve advised with trusted advice and guidance.

Trusted Advice Backed by Qualifications

What I’m most proud of is the trust and long-term connections I’ve cultivated in the financial services sector. From managing significant portfolios to contributing to impactful property projects in mortgage lending, my career has been defined by results that truly make a difference. My qualifications—including the CeMAP, Investment Advice Diploma (IAD), and Chartered Status—demonstrate a continued commitment to providing trusted advice and achieving professional excellence while staying ahead in an ever-evolving industry.

Otis Financial Solutions

A Personalised and Ethical Approach

My story is one of perseverance, lifelong learning, and placing people at the heart of every decision in the financial services industry. I believe that every client deserves tailored advice, grounded in clear communication, ethical guidance, and a deep understanding of their goals. Whether it's assisting someone with mortgage lending to secure their first home, helping them build a property portfolio, or protecting their family's future, I take pride in delivering support that’s both practical and genuinely personal.

Otis Financial Solutions

A Future Built on Trusted Advice

Looking back, I’m proud of the journey so far—but even more inspired by the opportunity to continue empowering people through financial services to make confident, informed financial decisions. To learn more about how I can provide trusted advice for your mortgage lending and protection needs, visit the Services page.

Discover My Expertise

DISCLAIMER

You may be charged a fee for our service. Any fees payable will be made clear to you at the outset before you decide to proceed with any of our services.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Some buy to let and investment mortgages are not regulated by the Financial Conduct Authority.​


​Otis Financial Solutions is a trading style of UMARI Finance Group Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 994960. Registered office: 124 City Road, London, EC1V 2NX. Registered in England and Wales Number: 14439156.

Copyright © 2025, Otis Financial Solutions

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