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QUILTER GROUP

One of the UK's Top Financial Advice Networks

The Financial Options Group is a customer-facing component within the Quilter Financial Planning network. Quilter works with us as an investment and wealth management provider.

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QUILTER GROUP

Industry leading capabilities

The Financial Options Group is a founding member within Quilter Financial Planning’s national network of trusted financial advisers. We leverage the strength and scale of this network to deliver the very best value and highest quality financial planning advice on behalf of our clients.

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FTSE 250

Listed on the London and Johannesburg stock exchanges, Quilter has met extremely stringent requirements from financial regulators.

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3,000+ employees 

Over 3,000 employees look after customers and their investments with the aim of building prosperity for today and tomorrow.

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£100 billion+

Quilter is a leading provider of advice, managing £100 billion+ in investments on behalf of hundreds of thousands of customers.

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A- (Stable)

Fitch is a leading provider of credit ratings. They have given Quilter a long-term rating of A- (stable), maintaining high credit quality.

Figures correct as at March 2023

QUILTER

You and your adviser

We believe that your financial interests are best-served through a trusted relationship with a financial adviser. Part of our strength comes from working with your financial adviser to achieve the right outcome for you, giving you and your adviser choice and flexibility in how you choose to access our solutions and services. 

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Our job as an investment and wealth management business is to develop the expert investment solutions designed to help you meet your long-term financial goals, and to provide you and your adviser with award-winning service to help you create, monitor and manage your investment.

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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 >

© The Financial Options Group

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