Financial Options Group
Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of their financial journey. Our client-centred approach means we develop customised plans around your individual needs, track your progress and accomplishments, and regularly assess your savings and investments solutions to ensure your strategy consistently aligns with your objectives. We leverage capital market projections, world-class research and the expertise of our highly qualified advisers to deliver solutions designed to grow and preserve your wealth. Through our family office, we provide seamless coordination across disciplines to meet the diverse and multi-faceted financial and legal requirements of individuals and families. For our full list of services, visit financialopts.co.uk Since 2018, the Financial Options Group Charitable Foundation has delivered meaningful support to local charities. To find out more about the Foundation, visit financialopts.co.uk/fog-foundation. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 16.1.25
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CB
Charlotte Banks
Director of People & Development · Human Resources
EmailPhone - AL
Ashleigh Lynch
Client Services Executive · Customer/Client Service
EmailPhone - GM
Grace Marshall
Financial Adviser · Finance & Accounting
EmailPhone - LB
Lauren Bailey Dipfa Cemap
Financial Advisor · Finance & Accounting
EmailPhone - MG
Max Gallagher
Financial Advisor · Finance & Accounting
EmailPhone - NJ
Natalie Jaques
Financial Advisor · Finance & Accounting
EmailPhone - CJ
Christian J Pepper
Chief Executive Officer · Other
EmailPhone - SK
Sarah Kendell
Chartered Alfbf & Head of Charitable Foundation · Other
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Financial Options Group
7 distinct titles indexed · top 7 shown.
- 3financial advisor
- 1chartered alfbf & head of charitable foundation
- 1chief executive officer
- 1client services executive
- 1director of client services
- 1director of people & development
- 1financial adviser
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