In the place where the personal meets the financial, you want to know that what’s most important to you is protected. We’ll help you to minimise conflict and build positive relationships, and we’ll be there whenever you need us.
As your trusted adviser, The Financial Option Group’s in-house Legal Services Department can help you plan your legacy, achieve the forever home or investment project you’ve always aspired to own, give family law advice and more.
“As an existing client of The Financial Options Group I was recently made aware of their new “In House Legal Services Department” and advised to make an appointment with their Barrister Intermediary Caroline Sandiford. We had a relaxed yet comprehensive meeting to address our need for a Will and our wishes thereto. Integrating the same with our Financial Situation (current and projected) and necessary planning thereto relative to Tax. The attested professional documentation which has been put in place to secure our position and wishes now gives us total peace of mind. Highly recommended”
The Financial Conduct Authority does not regulate on Estate Planning.