About Us

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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

Ottaways Financial Advisers have been established in Swindon since 1992, providing clients in the Swindon and Wiltshire area with financial advice for their Pension, Investment, Protection and Mortgage needs. Our advisers combined have over 50 years experience in finanancial services and have helped our clients plan and acheive their financial goals.

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.


We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:

  • identifying your short, medium and long-term goals;
  • clarifying precisely what you want from life;
  • mapping out your route to get there;
  • making easy to understand product recommendations;
  • adjusting your plan during significant life changes.

We will look after your personal interests. With access to the financial market, we can search thousands of options to find the most suitable products and services for you.

If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today?



  • Both Mark and Julie, shown with outstanding high level of service and dedication to our overall plan. thanks to them both, we are living our dream.

    Mr R DuBignon

  • The service was excellent, it wasn’t a straightforward case and Mark helped me enormously and made my new house possible.

    Miss S Crawford

  • Overall service – excellent, total confidence!

    I would definitely use their services again and again.   

    Ms K Zoldak

  • Mark and his team were superb and I have recommended them to my friends and family.

    Mr R Huggett

  • You have been absolutely fantastic and I will definitely be back in future.

    Miss L Poulton

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Marcus Carter DipFA
    Partner – Pensions and Investments Adviser
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  • Our Team
    Mark Castle CeMAP DipFA
    Partner – Financial Planner
    read more
  • Our Team
    Julie Mathis
    Senior Administrator
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  • Our Team
    Harrison Simpkins
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