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ABOUT US

The Financial Options Group

We make financial advice easy, with customised solutions designed to

grow and preserve wealth. We’re proud to be a founding member of

Quilter Financial Planning, the UK’s #1 financial advice network.

Home > About Us

“Being at the top of your game in the financial services industry takes more than just recruiting and retaining the best talent... it’s also crucial to maintain the highest standards when it comes to delivering services and creating lasting relationships with our clients.

 

“We truly live and breathe our values-based approach, and we believe in giving advice, rather than simply selling products. The process of advice and ongoing review, coupled with clear and transparent fees and keeping in touch as per the frequency and means of communication preferred by the client – it’s all part of how we make good on our commitment to excellence.”

Christian J Pepper

GROUP CEO
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MEET THE MANAGEMENT TEAM

Providing the best service & 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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FINANCIAL ADVISER &
DIRECTOR OF WEALTH MANAGEMENT

Paul Breaks

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DIRECTOR OF PEOPLE & DEVELOPMENT 

Charlotte Banks

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FINANCIAL ADVISER
& DIRECTOR OF FINANCIAL PLANNING

Jenny Loftus

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DIRECTOR OF CLIENT SERVICES

Lauren Chatterley

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DIRECTOR OF FINANCE

Anthony Marshall

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DIRECTOR OF BUSINESS STRATEGY

Michael Coatman

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DIRECTOR OF BUSINESS DEVEOPMENT

Robert Grindrod

MILESTONES

Our company is proudly celebrating its 15th year in business.

Read about our history and all the top highlights from the last 15 years in our all-new timeline...

 
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QUILTER GROUP

A founding member of one of the UK's top-ranked networks

We are a customer-facing component within the larger Quilter Financial Planning network. Quilter works with us as an investment and wealth management provider – together we create, monitor and manage your investments to meet your long-term financial goals.

HERE FOR YOU

Supporting you in every stage of your financial journey

We make financial advice easy

 

As a trusted source of financial advice, we take a client-centred approach – delivering customised solutions designed to grow and preserve wealth.

 

With a comprehensive suite of advisory services and a culture that places vital importance on building outstanding client-adviser relationships, we support our clients in every stage of their financial journey.

What makes us different

 

Our highly qualified advisers are proactive and innovative – applying the latest capital market projections, world-class research and strategic thinking to deliver effective financial planning and wealth management.

As a founding member of Quilter Financial Planning’s national network – voted the UK’s #1 financial advice network* – we leverage the size and scale of this network of trusted advisers to bring our clients exclusive products not found elsewhere in the marketplace.

 

Through our new family office, we provide seamless coordination across disciplines to meet the diverse and multi-faceted financial and legal requirements of individuals and families.

 

Commitment to community

 

Supporting those in need in the local community is central to our ethos. In 2018, we established our Charitable Foundation in loving memory of Betty Pepper – late mother of Group CEO Christian J Pepper – to formalise and advance the ways in which we work with charities.

 

We’re very proud to support numerous charities through fundraising events, direct support and guidance, as well as in volunteering days taken by our advisers and staff.

 

Find out more about our Charitable Foundation, here.

*The UK’s Top Adviser as ranked by the Financial Times’ FTAdviser, 2019 & 2020

AWARDS

Award-winning advisers

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