
The Financial Options Group
Initial consultation free
Restricted
Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape
We can advise you on
Clients
helped
helped
180
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£50k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Miss Sarah Kendell BA Hons, DipFA. Chartered ALIBF
Chartered Financial Adviser
What our clients say
jm
Joe McKenna
Dragonfly undertook a thorough interview process before appointing Financial Options as the companies independent advisors, we were looking for an organisation that would provide individual and corporate advice on services such as pensions, life cover and personal insurance.
Since their appointment the team at Financial Options have more than lived up to their promise that they will offer a proactive, personal, hands on service.
Financial Options open and honest approach has resulted in a relationship based on genuine trust with the surety that we are getting the very best service.
jp
James Potter
I am writing to express my personal appreciation for the hard work and diligent approach demonstrated by your company in assisting Harland Machines Systems to reorganise its pension and life insurance requirements.
The company has over recent years tried very hard to ensure that our employees avail themselves of the benefits the company offers in terms of pension contributions. Your company has achieved success where other external companies have tried and failed and that is greatly to your credit. You have offered a good service that is both professional and at the same time tailored to feel personal, and you have managed to engage with some of the more hard to reach sections of our staff.
We all should understand that pension fund performance in volatile times is beyond the control of any one individual, but your team have worked hard to ensure that our staff is kept appraised of current performance and to explain some of the rational for that performance. This must be viewed as going that extra mile to support clients, which is what a company such as ours is looking for in its providers.
Thank you for your continued efforts on our behalf, your performance to date has been excellent and I look forward to a long and continually rewarding relationship.
aw
Alison Whittaker
“Financial Options were recommended to us in 2011 and since we appointed them to implement our Group Pension Scheme we have received an excellent level of service as they are professional, accurate and give a quick and efficient response to any questions we have.
Everything is explained in very clear, simple terms without the hard sell approach. They are always on hand when we need advice and happy to work around our business needs.
We would have no hesitation in recommending them.
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