Helping you along life’s financial journey

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.

Start your Journey

Pension Transfer Gold Standard

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.

Reviews and Ratings for Financial adviser Thomas Hatley, Leeds

Vouchedfor

VouchedFor allows people to find and review financial and other professional advisers. It’s a bit like TripAdviser for the financial services! You can read our reviews and see for yourself why we are a top-rated VouchedFor adviser.

VouchedFor Top Rated

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.

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Clients who would be happy to recommend us.

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Clients who were satisfied with our service.

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Clients who believe working with us has helped, or will help, them achieve their goals.

*all statistics taken from our 2020 client survey

Our team

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.

In our community

We believe that great things can be achieved when we work together as a community. As members of the thriving Otley community, we support our friends and neighbours in a number of important ways.

Start your journey

Whatever stage of life you are at, we are here to help you achieve your financial goals and gain financial security.

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Understanding you

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Planning

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Implementation

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    Get in touch

    Drop by and we’ll pop the kettle on. Alternatively, send us a message and one of us will be in touch.