Award winning financial advice
from a trusted source

Book an initial meeting View our services

FT Adviser Top 100 networkOur network, Quilter, has been an FT Adviser Top 100 member since 2019 Personalised serviceAdvice built around your goals Working with charitiesSupporting local causes through our Charitable Foundation Qualified advisersChartered and qualified advisers you can verify

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.

“

Amy has helped me become more confident in dealing with my finances. She always answers my questions thoroughly and with honesty, patience and kindness. I am so pleased with her advice.

Verified client in Buckinghamshire, reviewing Amy Whitehouse on VouchedFor

CONTACT US

Book an initial, no-obligation meeting

Would you like to speak with a financial advice professional? Simply complete the form below and a member of our team will soon be in touch.

Read our privacy notice

Visit or call us

Phone: 0161 764 9944
Email: contact@financialopts.co.uk
Address: Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN
Opening hours: Monday to Friday, 9:00am to 5:30pm
Parking: Parking is available at the office, and we have a ground-floor meeting room.

Award winning financial advice from a trusted source