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About Our Business

Christopher Little & Co is a trusted financial planning firm, based in the heart of Otley since 1991. We are committed to providing our clients with bespoke financial planning solutions that empower them to achieve their aspirations and secure their financial future.

Who We Are

Our team of experienced financial planners and dedicated support staff are passionate about building close relationships with our clients and understanding their unique financial needs. We take the time to get to know you, your goals, and your aspirations to develop a tailored plan that aligns with your specific situation and dreams.

What We Offer

We offer a comprehensive range of services to help you navigate various financial aspects of your life, including:

  • Mortgages: First-time buyers, home movers, remortgagers, buy-to-let, and equity release.
  • Financial Planning: Comprehensive wealth management for all ages and life stages.
  • Retirement Planning: Maximizing your pension contributions, exploring defined benefit options, and planning for a comfortable retirement.
  • Investments: Tailored investment solutions to meet your financial goals and risk tolerance.
  • Tax Planning: Minimizing your tax burden and maximizing your returns.

Our Approach

Our holistic approach to financial planning involves:

1. Understanding you: We take the time to understand your unique financial situation, goals, and aspirations.

2. Planning: We develop a personalized plan that outlines your financial goals and actionable steps to achieve them.

3. Implementation: We guide you through the process of implementing your plan, ensuring a smooth and seamless transition.

4. Refine: We regularly review and refine your plan as your life and goals evolve.

Why Choose Christopher Little & Co?

  • Experienced and qualified advisors: Our team has extensive experience and qualifications in all aspects of financial planning.
  • Personalised and caring service: We treat each client as an individual with unique needs and goals.
  • Transparent and open communication: We believe in clear and honest communication throughout the process.
  • Results-oriented: We are dedicated to helping you achieve your financial goals and securing your future.
Reviews (55)
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Positive: The reviews are overwhelmingly positive, highlighting the company's exceptional service, professionalism, and expertise.

The reviews highlight the exceptional services provided by Christopher Little & Co, a financial planning company. The authors of the reviews all give the company 5-star ratings, expressing their satisfaction and gratitude for the professional guidance they received.

Initial Impressions and Client Relationships

Several authors mention the initial impression they had when contacting the company, highlighting the professionalism and friendliness of the staff, particularly Richard. They praise Richard for taking the time to understand their needs, listening to their concerns, and providing practical advice.

Financial Planning and Guidance

The reviews emphasize the company's expertise in financial planning, highlighting their ability to provide personalized guidance and advice. The authors appreciate the company's focus on lifestyle planning, which helps them understand their financial goals and make informed decisions.

Mortgage Services

Several authors specifically mention Richard's expertise in securing mortgages, praising his ability to navigate the complex process and provide suitable options tailored to their needs. They appreciate his exceptional communication skills, quick responses, and attention to detail.

Protection Products and Insurance Services

One author highlights Richard's help with protection products, mentioning that he met their needs by conducting appointments at convenient times, such as after work and after bedtime. The author appreciates Richard's availability and willingness to answer questions throughout the process.

Overall Experience

The reviews highlight the company's professionalism, approachability, and willingness to go above and beyond to ensure clients' success. The authors feel confident in their financial planning, confident in their ability to achieve their goals, and grateful for the exceptional service they received.