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CASE STUDIES

Real clients. Real world wealth management solutions.

We are proud to provide sound financial advice to clients having wide-ranging financial circumstances and goals.

CASE STUDIES

While every client is unique, many share similar financial circumstances and objectives... 

The following case studies are for illustrative purposes only and do not constitute advice.

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CASE STUDY #1

Sudden wealth through inheritance 

Alice* inherited a seven-figure sum of money in her 20s upon the unexpected death of a parent. Her priorities included achieving a comfortable standard of living and enjoying financial stability throughout her lifetime.

CASE STUDY #2

Sudden wealth through separation 

Lisa* sought a financial adviser upon taking control of her finances during her divorce. She wanted to ensure her future was planned for effectively and that she could retain financial health in the face of any large unforeseen expenditures. 

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CASE STUDY #3

Change in work circumstances

Following life-changing illness and changes to his work circumstances, Paul* wanted to gain more control over his financial future...

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CONTACT US

Address: Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN

 

Phone: 0161 764 9944

Email: contact@financialopts.co.uk

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Financial Options Group is a trading style of CJP Financial Services Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. CJP Financial Services Limited is registered in England and Wales. Company number: 06060099. Registered Address : 70 Market Street, Tottington, Bury, BL8 3LJ 

Tax planning, estate planning, inheritance tax planning, lasting powers of attorney, will writing, trusts, legal services, succession planning, some buy to let mortgages, commercial mortgages, conveyancing services, advice on cash in deposits, auto-enrollment, employee benefits, divorce advice and small self-administered schemes are not regulated by the Financial Conduct Authority.

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

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