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.
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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.
Following Sarah’s good, solid advice, I now have a much improved pension along with better benefits if anything should happen to myself. Sarah and her team have been in touch, guiding and explaining the situation and its progress at all times. I cannot fault them in any way. Five stars.
Being first time buyers, Brian made the process easy and stress free. From our initial enquiry through to completion Brian was easy to speak to and very quick to respond to my many questions. He explained the process in simple terms, kept us updated throughout, going above and beyond any expectations we had.
Lauren has made this world that is very unfamiliar to me, simple and easy to understand. Lauren has saved me money and helped me provide better for my partner and family. I’m very happy with the outcome.
From day one I could tell Chris had a clear mission to help me reach my pension goals with total confidence and understanding.
Amy explained everything in simple terms so that I could understand her recommendations. Amy made me feel more at ease with the whole process as I was finding it all very overwhelming.
Christian managed to retrieve the situation with the Bank, and has looked after me since then, outstanding results.
CONTACT US
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.
- Phone
- 0161 764 9944
- 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.

Our offices at Stoneholme, Walshaw



