Financial Options Group
Financial Services • 
Bury, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Stoneholme, 42 High Street, Walshaw, Bury, Lancashire BL8 3AN, GB |
| Phone number | +441617649944 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Mortgages, Pensions, Family Office, Wealth Management, Insurance, Auto Enrolment, Pension Freedoms |
| Employees | 11-20 |
| Socials |
Key Contacts at Financial Options Group
Charlotte Banks
Director Of People & Development
Lauren Chatterley
Director Of Client Services
Financial Options Group Email Formats
Financial Options Group uses 2 email formats. The most common is {first initial} (e.g., j@financialopts.co.uk), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialopts.co.uk | 71.4% |
{first name} | john@financialopts.co.uk | 28.6% |
About 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
Financial Options Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Options Group has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Financial Options Group has never raised funding before.
Financial Options Group Tech Stack
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