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Get in touch 0161 764 9944

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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Legal Support

Legal Support & Assistance

Overview

We build our services around you and your needs, which is why we’ve introduced “in-house” legal support.

In the place where the personal meets the financial, you want to know that what’s most important to you is protected. We’ll help you to minimise conflict and build positive relationships, and we’ll be there whenever you need us.

As your legal advisor, The Financial Option Group’s in-house Legal Services Department can help you plan your legacy, achieve the forever home or investment project you’ve always aspired to own, give family law advice and more.

We refer clients for legal support to Caroline Sandiford who is independent of CJP Financial Services.

Our Legal Support services cover:

Find out what our clients think

Peter & Angela Smith

“As an existing client of The Financial Options Group I was recently made aware of their new “In House Legal Services Department” and advised to make an appointment with their Barrister Intermediary Caroline Sandiford. We had a relaxed yet comprehensive meeting to address our need for a Will and our wishes thereto. Integrating the same with our Financial Situation (current and projected) and necessary planning thereto relative to Tax. The attested professional documentation which has been put in place to secure our position and wishes now gives us total peace of mind. Highly recommended”

"I worried about creating a will, they made it so easy. Now I have peace of mind"

The Financial Conduct Authority does not regulate on Estate Planning.