Wealth Management

Wealth Management / Services & Solutions

Our focus is to provide advice on the financial assets of high net worth individuals and families in order to meet their long term needs and goals.

Client solutions

 

Our advice encompasses a broad range of services from in-house customised financial planning, asset allocation advice, to the highest standard of investment advice and execution, lending and comprehensive tax reporting.

The quality, structure and depth of our advice is our core value proposition to clients.


Client solutions

Our team of product specialists work together with our client advisors to tailor product solutions to meet clients’ needs.


Investment solutions

  • Strategic and tactical asset allocation

  • Discretionary Portfolio Management

  • Advisory services


Investment products

  • Direct equities, fixed income and hybrid investments

  • Brokerage services

  • Managed funds (including hedge funds)

  • Structured products and derivatives

  • Lending and credit products

  • Access to IPOs and primary placements

  • Cash management

  • Single stock risk management


Wealth Planning and trusts

  • Estate planning

  • Retirement planning and superannuation

  • Insurance and risk management

  • Philanthropy and Prescribed Private Funds

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

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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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