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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 best possible results are achieved.

Retirement Planning

Help on how best to prepare for your retirement

Investments

Refine your financial aspirations through comprehensive advice

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 best possible outcome, 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.

Aged 20 - 30

Saving in your 20s and 30s

Aged 40

Your mid-life savings years

Aged 50+ 

As you near retirement

Aged 65+

Later life & paying for care

The UK's #1 Financial Adviser 2019. 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

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