Financial Options Group

Financial Options Group We make financial advice easy. Our team of experienced advisers deliver customised financial advice.

Approver Quilter Financial Services limited & Quilter Mortgage Planning Limited 16.1.25

Your familyโ€™s future starts with the choices you make today.From building savings for your children to planning educatio...
02/06/2026

Your familyโ€™s future starts with the choices you make today.

From building savings for your children to planning education costs and passing on wealth, weโ€™ll help you create a strategy that lasts for generations.

Get in touch to see how we can help:

๐Ÿ“ฑ0161 764 9944
๐Ÿ“จ [email protected]

๐ŸŒŸ Meet the Team โ€“ Sophie Spencer ๐ŸŒŸSay hello to our amazing Client Services Executive, whoโ€™s been part of the Financial O...
29/05/2026

๐ŸŒŸ Meet the Team โ€“ Sophie Spencer ๐ŸŒŸ

Say hello to our amazing Client Services Executive, whoโ€™s been part of the Financial Options Group team since 2021 ๐Ÿ‘

๐Ÿ’ผ What she loves most about her role:

Working alongside a fantastic team and helping clients every day ๐Ÿ’™

๐ŸŽค Get to know herโ€ฆ

โ˜• Go-to coffee order: Oat milk latte
๐ŸŒฎ Favourite food forever: Anything Mexican!
๐ŸŽค Karaoke song: Purple Rain (if she HAD to! ๐Ÿ˜‰)
๐Ÿ‘ฉโ€๐Ÿณ Signature dish: Paella
๐ŸŒป Favourite emojis: โ˜€๏ธ ๐ŸŒป

๐ŸŒ A little more about Sophieโ€ฆ

โœˆ๏ธ Dream destination: Puerto Rico
๐ŸŽง Currently loving: The Blindboy Podcast & My Therapist Ghosted Me
๐ŸŽฌ Favourite films: Kill Bill 1 & 2
๐Ÿ“ฑ Most-used app: Instagram or Spotify
๐ŸŽถ Music taste: 90s R&B, Hip-Hop, Disco, Motown & Rock
โณ Time travel wish: Back to the 80s to see Prince & David Bowie live
๐Ÿฐ Dream fictional world: Hogwarts

๐Ÿ’ฌ Three words to describe Sophie:

Helpful ๐Ÿค | Enthusiastic โœจ | Collaborative ๐Ÿ‘ฅ

Weโ€™re so lucky to have such a vibrant, dedicated team member with us ๐Ÿ’™

Drop a ๐Ÿ‘‹ in the comments to say hello!

Without a gifting plan, you might leave loved ones with a hefty inheritance tax bill to pay. Letโ€™s chat about ways you c...
26/05/2026

Without a gifting plan, you might leave loved ones with a hefty inheritance tax bill to pay.

Letโ€™s chat about ways you can spend now, to save later.

Speak to us today :

๐Ÿ“ฑ0161 764 9944
๐Ÿ“จ [email protected]



Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Check out our latest documents on the Financial Options library page. ๐Ÿ‘€Stay informed with up-to-date insights and guidan...
22/05/2026

Check out our latest documents on the Financial Options library page. ๐Ÿ‘€

Stay informed with up-to-date insights and guidance.

๐Ÿ‘‰ https://www.financialopts.co.uk/library/

LIBRARY Resource Library Downloadable Financial Guides and Resources. LIBRARY Resource Library Market Commentary โ€“ April 2026 Download Spring Forecast โ€“ April 2026 Download Newsletter โ€“ March/April 2026 Download Trusts Download Wealth Creation Download Year-End Tax Download Newsletter โ€“ Jan/...

50% of under 35s* get help from their parents to buy their home. If you want to check if thatโ€™s possible for you, cashfl...
19/05/2026

50% of under 35s* get help from their parents to buy their home. If you want to check if thatโ€™s possible for you, cashflow modelling can be a great step.

Get in touch to see how we can help:

๐Ÿ“ฑ0161 764 9944

๐Ÿ“จ [email protected]

(*Source: Revealed: how much parents give their children to help them buy a home - Zoopla)

๐Ÿ’ Good luck to Lauren Bailey, who leaves us today as she begins her maternity leave! ๐Ÿ’•The team loved surprising her with...
15/05/2026

๐Ÿ’ Good luck to Lauren Bailey, who leaves us today as she begins her maternity leave! ๐Ÿ’•

The team loved surprising her with some lovely gifts to wish her well as she starts this exciting new chapter. Weโ€™ll miss you while youโ€™re away, Lauren, and we canโ€™t wait to meet the little one! ๐Ÿ’–๐Ÿ‘ถ

Wishing you all the very best from everyone at FOG โœจ

๐ŸŽ‰ Happy 40th Birthday, Linzi! ๐ŸŽ‰Wishing you a fantastic milestone birthday! Thank you for your hard work, dedication, and...
13/05/2026

๐ŸŽ‰ Happy 40th Birthday, Linzi! ๐ŸŽ‰

Wishing you a fantastic milestone birthday! Thank you for your hard work, dedication, and the positive energy you bring to our team every day.

Enjoy celebrating the big 4-0 on your holidaysโ€” hereโ€™s to a brilliant year ahead! ๐Ÿฅณโœจ

Did you know that long-term, financial gifting for your loved ones can help reduce your inheritance tax bill? We can sho...
11/05/2026

Did you know that long-term, financial gifting for your loved ones can help reduce your inheritance tax bill?

We can show you how.

Start the conversation with us today

๐Ÿ“ฑ0161 764 9944

๐Ÿ“จ [email protected]

Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

๐ŸŒŸ Meet the Team โ€“ Amy Whitehouse ๐ŸŒŸFinancial Adviser at Financial Options Group ๐ŸŽค Fun Icebreakersโ˜• Coffee order: Venti Wh...
08/05/2026

๐ŸŒŸ Meet the Team โ€“ Amy Whitehouse ๐ŸŒŸFinancial Adviser at Financial Options Group

๐ŸŽค Fun Icebreakers

โ˜• Coffee order: Venti White Chocolate Mocha iced latte with hazelnut syrup from Starbucks โ€“ it's unreal!
๐Ÿ One meal forever: Pastaโ€ฆ but donโ€™t ask me to choose just one dish!
๐Ÿ˜‚ Favourite emoji: ๐Ÿ˜‚
๐ŸŽค Karaoke song: Taylor Swift or a country classic (too many to choose from!)
๐Ÿ‘ฉ๐Ÿผโ€๐Ÿณ Best at cooking: Anything Italian

๐Ÿ’ผ Work & Role

๐Ÿ’ผ Work life:
Iโ€™m a Financial Adviser at Financial Options Group, and what I love most is building relationships with clients and helping bring their plans to life. Iโ€™ll have been here 7 years next week!

๐ŸŒ Personality & Lifestyle

โœˆ๏ธ Dream travel destination: The US โ€“ my favourite place to visit, and Iโ€™ll never get bored of going back.
๐Ÿ“š Currently into: Thriller books with a great plot twist โ€“ my 'To be read' list is seriously out of control.
๐ŸŽถ Music taste: Very varied, but country has definitely been my go to in recent years.
๐ŸŽฌ Comfort watch: Any of the Harry Potter films.
๐Ÿง™โ€โ™€๏ธ Fictional world Iโ€™d visit: Can I do a study year at Hogwarts? ๐Ÿ˜‚
โณ Time travel pick: America in the 1980s.

Financial protection for your business gives your company strength, stability, and confidence, no matter what challenges...
05/05/2026

Financial protection for your business gives your company strength, stability, and confidence, no matter what challenges arise.

Get in touch to safeguard your success and keep control in the right hands:

๐Ÿ“ฑ0161 764 9944
๐Ÿ“จ [email protected]

Address

Stoneholme, 42 High Street, Walshaw
Bury
BL83AN

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441617649944

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