Welcome to Financial Options

At Financial Options we do not believe in ‘off-the-shelf’ solutions- we listen carefully to your requirements and tailor our advice to suit your individual needs and budget.

Whatever your circumstances are, we will work closely with you, giving you the advice you need to make informed decisions, and help you achieve your financial objectives.

We offer a comprehensive Wealth Management service catering for all your financial needs:

Mortgages
We offer a Panel of Lenders representative of the Whole of the Market.

Pension Planning

Executive Pensions, Group Personal Pensions, Income Draw Down, Phased Draw Down, Personal Pensions, Stakeholder Pensions, Pension Transfers, SIPP’s and Annuities.

Investments
Investment Bonds, ISA’s, OEIC’s, Asset Management, Banking, Unit Trusts and Offshore.

Protection
Term Assurance, Critical Illness, Income Protection, Family Income Benefit, Gift Inter Vivos, Whole of Life.

General Insurance
Buildings and Contents, Mortgage Payment Protection.

IHT Planning
Wills, Trusts, Whole of Life and High Net Worth Planning.
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