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.
Individually tailored solutions designed to preserve and grow wealth
We provide the insight and tools needed to help you increase the value of your funds at the best possible growth rate and ensure their resilience in the face of global uncertainty. Our expert wealth management professionals will work closely with you to build a strategy around your specific needs and circumstances, your risk tolerance, time horizon and return expectations.
Our advisers take care of the legwork and take away the guesswork, employing in-depth market analyses and sophisticated processes to make the recommendations you need to successfully navigate in rapidly changing conditions.
FEE TRANSPARENCY MATTERS
Value and transparency are the pillars of high-quality wealth management
We believe that value and transparency are the pillars of high-quality wealth management and financial advice. That’s why we make our fees and charges clear before clients commit to a fund, advice or wealth management service. We maintain an ongoing commitment to unambiguous communication of costs and timing, and we are regulated by the Financial Conduct Authority.
We will never charge for an initial consultation, since it’s in this meeting that we get to know you and your individual needs, and discuss how we can help. We will always communicate the cost for each of our services up front so you will never face an unexpected cost.
Our advisers are held to the highest standards for ethical conduct and professionalism. Our recommendations are always provided in the best financial and personal interest of our clients – we will never give advice simply to “sell a product”.
SERVICES & SOLUTIONS
Providing advice on the financial assets of high-net-worth individuals and families
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. Our advice encompasses a broad range of services such as in-house customised financial planning and asset allocation advice, investment advice and execution, lending and comprehensive tax reporting. The quality, structure and depth of our advice is our core value proposition to clients. Our team of product specialists work together with our client advisers to tailor product solutions to meet clients’ needs.
Working With You
Whether you’ve recently experienced a change in circumstances, or you’re looking to make a switch from a financial adviser who hasn’t delivered on your expectations, you can rely on our advisers’ client-centred approach. As a valued client of the Financial Options Group, you’ll receive structured advice backed by world-class investment research, for proactive fund management built around your specific requirements.
Our experienced and highly qualified investment advisers holistically identify and address your needs, not only fully understanding your past and current situation, but also incorporating your visions of the future and providing support in implementing them. We never use a “one size fits all” approach, and provide a choice of investment fund types, from low volatility cash-like funds to multi-asset funds to discretionary fund management.
Your choice of investment fund types
FAMILY OFFICE SOLUTIONS
Designed to meet the complex needs of high net worth clients
Family offices are designed to meet the complex needs of ultra-high net worth investors through the provision of diverse financial and investment services – from asset management, cash management and risk management to financial planning, philanthropy and legal support.
Going beyond the offering of traditional wealth management shops, they represent the very highest standard of attentiveness and exclusivity, helping affluent individuals and families to successfully navigate the complex world of wealth management.
We’ve partnered with a select panel of accountants, solicitors and tax specialists, allowing clients to receive high quality advice across disciplines. Our team of experts can assist individuals and families across diverse requirements including budgeting, insurance, charitable giving, family-owned businesses, wealth transfer and tax services.
As part of our Family Office solutions, clients can expect seamless coordination across the team of professionals and advice streams, with comprehensive planning, advice and resources, all delivered with transparency and accessibility.
We commit to delivering for our clients the following mandate:
The Financial Options Group can help
Our team of qualified advisers can talk you through all the options and give you simple, uncomplicated advice to help you make the right choice for your circumstances.
The Financial Conduct Authority do not regulate trusts.