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Financial Options Group is a trading style of CJP Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Tax Planning, Employee Benefits. Estate Planning, Wills, Trusts, Lasting Powers of Attorney, Buy to let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority, Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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Investments & Savings

Pensions & Investments / Investments & Savings

In today’s challenging market, you need to know that your investments and savings are working as hard as possible for the objectives you have set.

Our Pension services cover:

Maybe you simply want them to achieve the best possible growth rate, or perhaps you intend to live off them. Whatever your aims are, we can take you through all the options step by step, putting you on the road to achieving them.

The advice we offer is tailor made for your individual circumstances, ensuring the options we offer are right for you and as tax efficient as possible. We will take into consideration how long you wish to save for, whether you want to make regular savings or invest a lump sum, and your attitude to investment risk.

We regularly review your savings and investments strategy, ensuring that it still meets with your requirements well into the future, taking into account any change in your circumstances.

We offer advice on the following:

  • ISA’s

  • Investment Funds

  • Investment Bonds

  • Mutual Funds

  • Offshore

  • Guaranteed/Structured Products

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.