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Award-winning financial advice and recommendations from a trusted source.
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WHAT WE DO

A comprehensive range of services

We provide personalised advice to help you achieve your financial goals.

We add value to our clients through a process of suitability and offer a comprehensive range of services such as corporate financial planning, legal support, mortgages, equity release and pensions and investments advice.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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Wealth Management

Pensions & Investments

Protection

Corporate

IHT & Estate Planning

Mortgages

TAILORED SOLUTIONS

The Financial Options Group offers a wide range of customised solutions

The Financial Options Group offers a wide range of customised solutions, whether you want to grow, preserve or transfer your wealth to the next generation.

Providing services such as in-house financial planning, asset allocation advice, lending and tax reporting, we provide the highest standard of advice and execution.

TAILORED SOLUTIONS

Personalised advice, guiding you to better financial choices

Secure

Certainty that your finances are secure and well looked after

Relationships

Trusted advisers who are invested in your financial growth

Services

A comprehensive range of services and customised solutions

In-house

Our in-house services, tools and expertise work on your behalf

Advice

Tailor-made advice built around your needs and aspirations

Approach

Ongoing client care where each investor is an individual

PARTNERSHIPS

Award-winning network

TAILORED SOLUTIONS

What our clients say

We’ve dealt with The Financial Options Group for the last 10 years, for a variety of our financial needs, and more recently, the auto enrolment pension scheme for our staff. It’s been a very easy process to work alongside them, they’ve done everything we need and it’s been completely hassle free.

J. Leahy
CORPORATE CLIENT

Financial Options have been very good at keeping us informed on legislation requirements, any trends and any financial advice they have provided they have always taken a full consultative and proactive approach that given us full confidence in their capabilities to guide us in the correct way forward.

K. Walmsley
PERSONAL CLIENT

NEWS

Latest News

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Get to know your financial options

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We are proud to be a founding member of one of the UK's top-ranked financial advice networks. Learn more about Quilter Group