Our latest video: Protect what matters most
In this short video, LIBF-Chartered financial adviser Sarah Kendell shares her thoughts on the importance of protecting against life’s ‘what ifs’.
Protecting your legacy: Key strategies to minimise inheritance tax on property & business assets
LIBF-Chartered financial adviser Jenny Loftus discusses estate planning tools for family business owners.
Supporting older clients, and those facing life challenges, with care and expertise
Providing high-quality financial advice means offering tailored support to clients at every stage of life.
Our latest video: Boost your financial resilience
In this short video, financial adviser Natalie Jaques gives her take on protection and how it supports long-term financial stability and wellbeing…
Looking back at 2024 – Our Foundation’s most impactful year to-date
2024 was quite a year for the Financial Options Group Charitable Foundation! Our calendar was jam-packed with exciting fundraisers and events – and we’ve supported more local charities and causes than ever before.
Allowances are shrinking – are your savings and investments prepared?
Take action now to ensure you’re not paying more tax than you need to…