Wealth Management

Wealth Management / Our 4 Step Approach

Our four steps to successful investing helps to achieve your financial goals. It provides the framework to determine your financial objectives.

We ensure that the recommended investment and financial strategies fit your needs and goals for every life stage.

Understanding your needs

We will take the time to listen to your aspirations and goals, the better we understand individual requirements, aims and risk tolerance the more accurately we can recommend the most advantageous solution for you.

Strategy

Building on our discussions around goals, we will put together an investment strategy which matches your ‘risk profile’ taking into account your timescales and future plans.

Implement

Together with your adviser you can now select appropriate products from a wide range of financial and investment options and bring them together into a balanced and effective solution.

Review

Ongoing reviews of your investment portfolio is key, this is why we regularly monitor your asset allocation and keep you informed of the progress of your portfolio. If there are significant changes in the financial markets or if you have new goals or needs we will review your situation again and adjust the strategy if required.

Our services cover:

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

Connect with us

  • Facebook - White Circle
  • Twitter - White Circle
  • LinkedIn - White Circle

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.

© Copyright The Financial Options Group | Privacy Policy