MON - FRI: 9.00AM - 5.30PM
0161 764 9944

We make financial advice easy

Receive straightforward, jargon-free insight and recommendations

from a trusted source.

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Award-winning network

UK’s #1 Financial Adviser ⟶

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Personalised service

Our financial services ⟶

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Working with Charities

A lasting difference ⟶

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Professional advice

Get in touch today ⟶

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.

Wealth Management

Wealth Management

Corporate

Corporate

Pensions & Investment

Pensions & Investments

Legal Support

Legal Support

Insurance

Insurance

Mortgages

Mortgages
 
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

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Services

A comprehensive range of services and customised solutions

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Approach

Ongoing client care where each investor is an individual

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SENIOR MANAGEMENT TEAM

Providing outstanding service and ongoing support

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GROUP CHIEF EXECUTIVE OFFICER

Christian J Pepper

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CHARTERED FINANCIAL ADVISER &
DIRECTOR OF CHARITABLE FOUNDATION

Sarah Kendell

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DIRECTOR OF PEOPLE & DEVELOPMENT &
CHAIRPERSON

Charlotte Banks

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FINANCIAL ADVISER &
DIRECTOR OF WEALTH MANAGEMENT 

Paul Breaks

AWARDS

Award-winning adviser

TESTIMONIALS

What our clients say

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Jane Leahy

FINANCIAL DIRECTOR
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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.

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Keith Walmsley

CLIENT
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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.

 

The UK's #1 Financial Adviser 2019 & 2020. Learn more about Quilter Group >

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 which 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

© The Financial Options Group