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.

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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.

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

Find out what our clients think

Phyllis Robinson

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“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"