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.
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
Certainty that your finances are secure and well looked after
Our in-house services, tools and expertise work on your behalf
Trusted advisers who are invested in your financial growth
Tailor-made advice built around your needs and aspirations
A comprehensive range of services and customised solutions
Ongoing client care where each investor is an individual
What our clients say
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.
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.
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.