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OUR SERVICES

Pensions & Investments

Live life to the full – now, and after you retire. Let the Financial Options Group put a retirement plan in place that’s built around you, and make the years after you stop working your best yet.

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PENSION PLANNING

Optimal pension growth plan built around your individual needs

At the Financial Options Group, our advisers provide the highest standard of financial advice. We pride ourselves on developing outstanding client-adviser relationships founded on accessibility and transparency.

 

Your personalised pension plan will be built around your circumstances, preferences and lifestyle aspirations. Our advisers leverage in-depth research and capital market projections, enabling you to make informed decisions which work to protect your hard-earned savings against adverse market conditions and accelerate your financial growth over
the years to come.

PENSIONS & INVESTMENTS

Areas where The Financial Options Group can help

With face-to-face meetings and regular, results-focused reviews, your financial adviser builds your investment strategy around your individual needs and preferences, giving you peace of mind that your wealth is being looked after and the right results are achieved.

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

Retirement Planning

Help on how best to prepare for your retirement

Investments

Refine your financial aspirations through comprehensive advice

Learn moreʉ٦

Defined Benefit

Find out whether a Defined Benefit scheme could be right for you

SIPP & SSAS

Could you benefit from an investment regulated pension scheme?

PERSONALISED FINANCIAL ADVICE

Financial advice built around you

In order to yield the optimal outcome for you, financial advice should be built around specific factors. Advice varies greatly, not just according to the individual’s income, but also their savings history and habits, as well as the phase of life they are in.

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Aged 20 - 30

Saving in your 20s and 30s

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Aged 40

Your mid-life savings years

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Aged 50+ 

As you near retirement

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Aged 65+

Later life & paying for care

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CONTACT US

Address: Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN

 

Phone: 0161 764 9944

Email: contact@financialopts.co.uk

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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 who 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 

Tax planning, estate planning, inheritance tax planning, lasting powers of attorney, will writing, trusts, legal services, succession planning, some buy to let mortgages, commercial mortgages, conveyancing services, advice on cash in deposits, auto-enrollment, employee benefits, divorce advice and small self-administered schemes are not regulated by the Financial Conduct Authority.

We are proud to be a founding member of one of the UK's top-ranked financial advice networks. Learn more about Quilter Group >

© The Financial Options Group

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