Options Financial Planning

Independent Financial Adviser  2 Ingham Avenue, Chorley, PR7 7DL
First meeting at adviser's own cost
We are experienced independent financial advisers providing personalised financial advice to individuals throughout Lancashire and the North West of England.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
David Hancock
Independent financial adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Paul Rowe
Independent financial adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Based in Chorley, our aim is to deliver bespoke personalised financial advice to the North West of England. So, whether you're planning for retirement, worried about protecting your loved ones or making the most of your tax efficient investment and savings allowances, we'll help you find a solution that meets your needs and circumstances.
We always put our clients needs first and are committed to delivering an outstanding level of service and advice.
We aim to build long term relationships with all our clients and will agree a bespoke on-going review strategy that suits your individual needs.

Our services

• Pension consolidation.
• Pension reviews.
• New pensions.
• Pension switches.
• Pensions and divorce.
• Pensions and retirement planning.
• Savings and Investments.
• Inheritance Tax planning.
• Personal protection.

Where to find us
Head office address: 2 Ingham Avenue, Buckshaw Village, Chorley, PR7 7DL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Options Financial Planning Ltd. is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

TenetConnect Limited is entered on the Financial Services Register (<url hidden>) under reference 149826.

Registered in England and Wales under reference 13194690

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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We are experienced independent financial advisers providing personalised financial advice to individuals throughout Lancashire and the North West of England.