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The Financial Options Group

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  • Writer's pictureThe Financial Options Group

Three team members earn the Diploma for Financial Advisers, taking a step forward in their careers

Three aspiring financial services professionals are accelerating their careers, having completed the Diploma for Financial Advisers (DipFA) and the Certificate in Mortgage Advice and Practice with support from The Financial Options Group.

Our firm, which is based in Walshaw, Bury, is proud to offer ongoing training and development opportunities to all staff, encouraging them to continuously pursue their own next level of certification and accreditation through the industry’s most respected providers.

We’re delighted to announce that three of our staff members – Christian Jackson, Philip Moss and Amy Whitehouse – have successfully completed the Quilter Financial Adviser School (FAS), a 14-month programme which was developed to help budding financial advisers get firmly on the path to a successful career in the sector.

As well as helping trainees to acquire the skills and knowledge needed to succeed in the industry, the FAS also helps to develop the strategic thinking needed to deliver innovative and effective financial planning solutions as well as the behaviours which will help to ensure a sustainable career for the longer term.

The challenging programme involves meetings conducted via virtual classroom and 15 to 20 hours of study each week. While enrolees may spend some working hours completing coursework, the programme requires a significant personal commitment and investment of time.

This is the second cohort from the Financial Options Group to complete the programme, as three of our advisers received the Diploma for Financial Advice and Certificate in Mortgage Advice and Practice in 2018.

Financial Options Group CEO Christian J Pepper said: “Given the uncertainty of the current climate, and the number of people taking charge of their own retirement income following the new Pension Freedoms, there is an unquestionable demand for high quality financial advisers of great integrity. We are immensely proud to support young women and men like Amy, Christian and Philip, who already show signs of tremendous talent and who I have no doubt will have outstanding careers in this sector. They have proven that despite all the challenges that 2020 has thrown at them they have been able to retain their focus and achieve their goals. All of us here at the Financial Options Group are truly proud of their accomplishment.”

About the graduates

Christian Jackson

Christian Jackson joined the Financial Options Group in 2018; his previous financial services roles include eight years spent in Client Support at Chase de Vere. Christian brings energy, commitment and attention to detail to everything he does. He is an avid Manchester United fan who enjoys travelling, playing football and going to the gym.

Philip Moss

Philip Moss, who benefits from experience in legal administration, holds a Master’s degree in Politics and Social Policy, which he applies to his work in the financial services industry. In 2021 he plans to take the next step to become a fully qualified financial adviser. In his free time, Phil enjoys playing basketball, baking, keeping up with current affairs and politics as well as playing strategy-based computer games.

Amy Whitehouse

Before joining the team at the Financial Options Group, Amy Whitehouse previously worked for a Small Self-Administered Scheme (SSAS) pension provider. She holds a BSc (Hons) in International Business Management. Amy has worked hard to expand her skills set in the financial services sector, and is enthusiastic about completing more coursework to take the next step in her career. In her free time, she enjoys walking her dog and spending time with her young niece and nephews.

All three are valuable members of our client services team.

About Quilter Financial Adviser School

Quilter FAS believe that to make financial advice more accessible, training the next generation of advisers is essential. Thus it seeks to increase the total number of advisers, improve diversity within the sector and reinforce and elevate the standards held by all professionals throughout the industry. To achieve this, it develops young advisers and helps them to acquire the skills, professionalism and qualifications required to have a successful long-term career. It also assists existing advisers in gaining advanced qualifications, helping them to grow their business with the opportunity to sponsor students.

Operating on a not-for-profit basis, Quilter FAS reinvests all fees paid in order to help enhance the development of the school including the programmes it offers. The school welcomes brand new students and people working within the industry, as well as offering dedicated support to career-changers. For advice firms like The Financial Options Group, the school helps overcome recruitment challenges, enabling the firm to develop qualified, high-quality advisers and to grow and retain talent in line with the future needs of the business.

To learn more about Quilter’s Financial Adviser School, visit



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