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UK’s #1 Financial Adviser ⟶

Personalised service

Our financial services ⟶

Working with Charities

A lasting difference ⟶

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.

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

In-house

Our in-house services, tools and expertise work on your behalf

Relationships

Trusted advisers who are invested in your financial growth

Advice

Tailor-made advice built around your needs and aspirations

Services

A comprehensive range of services and customised solutions

Approach

Ongoing client care where each investor is an individual

SENIOR MANAGEMENT TEAM

Providing outstanding service and ongoing support

GROUP CEO

Christian J Pepper

GROUP OPERATIONS DIRECTOR

Sarah Kendell

CHARIMAN & FINANCIAL ADVISER

Paul Breaks

HEAD OF PEOPLE & DEVELOPMENT

Charlotte Banks

AWARDS

Award winning adviser

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.

Bridget Lea

CLIENT

The Financial Options Group have given us fantastic advice so far. They really take you through the whole process and help you to understand all the different financial terms. They are going to make sure I have a very happy retirement with enough money to do all the things I want to do.

CONTACT US

Get to know your financial options

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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