Our recommendations are impartial, and we are passionate about providing the very best service and on-going support, allowing our clients to reach their goals, whatever they may be.
We believe this ethos, teamed with our absolute enthusiasm for what we do, sets us apart and has earned us the excellent reputation that we enjoy.
Christian is the founder of The Financial Options Group and has more than 25 years’ experience in financial services. Dedicated to delivering only the best service to each and every client, Christian has helped thousands achieve their financial goals and aspirations. In addition to helping companies and individuals create strategies for building significant wealth, he has also, through robust property investment, built a number of multi-million pound portfolios.Christian enjoys both socialising with friends and keeping fit; he is also an avid golfer.
Possessing extensive experience in financial advice, Sarah is responsible for business strategy and management in her dual role as Group Operations Director and Financial Adviser. Multi-tasking is second nature for Sarah, who builds business efficiency and advises clients in all areas of financial planning; she assists individual and corporate clients alike.Spending time with her little boy Toby, walking their dog Murphy up Holcombe Hill and socialising and shopping with friends are Sarah’s favourite pastimes.
Paul formerly worked for two major insurers and following a spell as an IFA in a partnership, he became a sales director in a firm eventually bought out by a FTSE 100 firm. For Paul, financial planning is about giving clients more choices and more control of their lives by helping them to make better financial decisions. The key to success, says Paul, is being able to put one’s self in the client’s shoes. Not to mention a good dose of enthusiasm.With a grown-up family Paul enjoys watching his famous football team that plays in red - yes that's right Accrington Stanley! Squash and tennis keep him fit.
Mike has over 28 years' experience in financial services and acts as Account Manager for some of our large corporate clients. He has been successful in helping businesses and their owners achieve their financial goals and aspirations. Developing and maintaining long term relationships has been key to his success.Mike enjoys spending time with his wife and two daughters, watching his beloved Liverpool Football Club and improving his golf handicap.
A specialist in investments and business protection, Rob has nearly a decade of experience in financial services and has spent five years giving face-to-face advice. Having worked for a well-known insurance company before completing a Diploma Level 4, Rob has also expanded his experience in roles at Edward Bond WM and Wesleyan. He is qualified to provide mortgage advice and prides himself on adding value to his clients.A trustee of Burnley-based charity Furniture for Education Worldwide, Rob loves to travel and has visited Gambia and Tanzania with the charity to improve the lives of school children. He also supports Blackburn Rovers FC and enjoys spending time with his fiancé.
With a wealth of small business expertise, Caroline is a trained and qualified adviser who assists clients (individuals and businesses) in forward planning. By providing “in house” legal services, Caroline finds solutions that give clients real peace of mind for themselves and their families. She specialises in Wills, Legacy Planning, Trusts, Lasting Power of Attorney, Shareholder Agreements, Cross Option Agreements as well as Business Continuity and Protection.Motorbikes, keeping fit and her two miniature pinscher dogs keep Caroline entertained in her free time.
Specialising in mortgage and protection, Angela draws on 27 years’ experience in financial services to provide the highest standard of financial advice to her clients. Having worked for lenders, then in estate agencies and now visiting clients, Angela provides personalised customer service, placing her clients’ needs at the forefront and keeping in touch with them throughout their financial journey.At the weekend, Angela can be found spending time with friends, cycling and enjoying a variety of sports.
With more than a decade in the financial services, Charlotte oversees operational functions such as recruitment, staff training and reviews and workflow management. She also provides research and report writing for more complex cases. Answering obscure and technical queries with ease, Charlotte ensures processes are followed correctly and information is disseminated to the team, all keeping the The Financial Options Group running smoothly.Away from work, Charlotte’s love of films, dining out and shopping comes second only to spending time with fiancé Tom and baking cakes with her niece.
Having worked in the financial services industry for nearly 10 years, Jenny manages The Financial Options Group’s team of Paraplanners and administrators. Also a key contact for high networth clients, she provides research and report writing, assisting the advisers and scheme administrators to ensure that deadlines are met and clients achieve their retirement goals.Jenny is married and in her spare time enjoys photography, taking her dog Wicket out on long walks and catching up on the latest episode of The Walking Dead.
With 28 years’ experience in the employee benefits field, Paula Cookson’s role as Corporate Relationship Manager sees her supporting business owners and employees in relation to group pensions and group risk arrangements. Communication is key to Paula’s effectiveness, as she cuts through the jargon and works to make the pensions regulations clear and accessible for all her clients.While she tackles cycling challenges in her free time, Paula also loves all that glitters and is a self-confessed jewellery obsessive.
Benefiting from several years working in corporate banking with HSBC, Lee made the move into the world of private healthcare with Bupa. There, he relationship-managed many businesses, in both the corporate and SME arenas. Lee specialises in building strong relationships with clients and helps all types of companies to build bespoke healthcare plans. He brings a unique perspective and extensive experience to The Financial Options Group, further expanding on the team’s varied and wide-ranging expertise.In his free time, Lee enjoys playing golf with a few good mates. He also likes tennis, football, yoga and traveling.
Having joined the team here at The Financial Options Group after completing university, Lauren Maudsley’s duties as a paraplanner include report writing, research and administrative support. She’s as serious about being organised as she is about assisting advisers to achieve the best outcome for clients and working as a key contact in relation to any pension or investment business process.In her spare time, Lauren enjoys spending time with her partner, socialising with friends and swimming.
Having previously worked for many years in the NHS, Jane now provides administrative support, including report writing, for the financial advisers within The Financial Options Group.Jane’s main passions include spending time with her husband Mike and two daughters, enjoying holidays in the sun, and socialising with friends.
Kate specialises in mortgage and protection advice, she draws on a number of years’ experience in estate agency and financial services. Kate prides herself on providing the highest standard of financial advice to her clients. Kate is an efficient and friendly point of contact and smoothly guides her clients through the mortgage and protection journey.In her free time, Kate can be found walking her dog, keeping fit and shopping.
Olivia, who is the start point of our clients’ financial journeys, liaises with clients and pension providers to ensure smooth and efficient beginnings. Keeping clients informed and ensuring providers meet their deadlines, Olivia makes an important contribution to the team and to our clients’ experience.Dining out with friends and family and going to the gym are Olivia’s favourite weekend pastimes.
Having previously worked at a wealth management company as a trainee Paraplanner and for a pensions review company, Lauren provides excellent customer service and is always willing to lend a hand. She is committed to supporting the team and helping clients to reach their financial goals.At the weekends, Lauren enjoys meals out with her partner and stepdaughter.
Over the past eight years, Chris has worked in a variety of roles in well-known financial services firms such as Chase de Vere. Joining us a client services manager, he brings with him energy, attention to detail and a commitment to excellence.An avid Manchester United fan, Chris enjoys travelling, playing football in a Sunday league and going to the gym.
Joining The Financial Options Group as Personal Assistant to our Group CEO, Melissa brings to the firm wide-ranging experience, which she has garnered through various administrative roles outside the financial services industry. As she helps to keep the daily engagements of our team running smoothly, organisation and forethought are her top strategies for success.In addition to spending time with her daughter, Melissa has several pastimes including baking, photography and going on scenic walks.
With more than 28 years’ experience in the financial services industry, Kat has previously worked for leading pension providers in roles such as financial adviser and office manager. She has obtained numerous qualifications in the field of employee benefits and retirement savings. Kat, who enjoys thinking on her feet and thrives in a fast-paced working environment, can handily break down complicated subject matter and present it in a way that’s accessible and easy to comprehend.Kat loves singing, writing lyrics and reading historical novels. She’s also a foodie who enjoys fine dining and cooking.
In addition to the in-house team, The Financial Options Group works in conjunction with financial advisers further afield. Together, we provide national UK coverage to bring personalised advice and guidance to clients wherever they may reside. With the help of our network of financial advisers, we lead our clients to make better financial choices and bring their financial goals within reach.