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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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Wealth Management

Wealth Management

Overview

Manage and maximise your wealth with individually tailored solutions.

Providing services such as in-house financial planning, asset allocation advice, lending and tax reporting, we provide the highest standard of advice and execution.

The Financial Options Group offers a wide range of customised solutions, whether you want to grow, preserve or transfer your wealth to the next generation.

Contact the Financial Options Group to find out more about our comprehensive range of wealth management services.

Our services cover:

Find out what our clients think

Phyllis Robinson

“I recently required advice on my existing pension as I wanted to access my tax free cash but didn’t immediately require the pension income. All the rules were really complex but Mike, Jenny and the staff at Financial Options Group made it look easy. I couldn’t recommend them highly enough.”

"Now I understand the importance of changing investment strategy to reduce risk as retirement draws closer"

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

The Financial Conduct Authority does not regulate on Estate Planning.