MON - FRI: 9.00AM - 5.30PM
0161 764 9944
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We make financial advice easy
Receive straightforward, jargon-free insight 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.
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.
WHY CHOOSE US
Personalised advice, guiding you to better financial choices
Secure
Certainty that your finances are secure and well looked after
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In-house
Our in-house services, tools and expertise work on your behalf
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Relationships
Trusted advisers who are invested in your financial growth
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Advice
Tailor-made advice built around your needs and aspirations
Services
A comprehensive range of services and customised solutions
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Approach
Ongoing client care where each investor is an individual
SENIOR MANAGEMENT TEAM
Providing outstanding service and ongoing support
GROUP CHIEF EXECUTIVE OFFICER
Christian J Pepper
CHARTERED FINANCIAL ADVISER &
DIRECTOR OF CHARITABLE FOUNDATION
Sarah Kendell
DIRECTOR OF PEOPLE & DEVELOPMENT &
CHAIRPERSON
Charlotte Banks
DIRECTOR OF BUSINESS DEVELOPMENT
Robert Grindrod
AWARDS
Award-winning adviser
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TESTIMONIALS
What our clients say
Jane Leahy
FINANCIAL DIRECTOR
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.
Keith Walmsley
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.
CONTACT US
Get to know your financial options
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.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.