Welcome to Options Financial Planning
‘The future belongs to those who prepare for it today’ - Malcolm X
We’re here to make managing your money and planning for the future simple, as stress-free as possible, and dare-we-say it-enjoyable.
Whether you are planning for retirement, looking to make sense of your pensions, saving for the future or looking to protect what is most important to you, we are here to help!
We are approachable and here to help you make the right choices with confidence. Because at the end of the day, it’s all about making life a little easier. Let’s start planning your brighter future today.
Who we work with
We partner with individuals, families, and business owners to provide tailored financial planning solutions. Whether you’re building wealth, protecting your assets, planning for retirement or managing business finances, we can help you make confident decisions through strategic cash flow planning.
Our goal is simple: to give you clarity and control over your financial future.
* Tax and Cash flow planning are not regulated by the Financial Conduct Authority.
Why our clients choose us
Our clients choose us because we do things differently. We know that financial planning isn’t one-size-fits-all, so we take the time to truly understand you—your goals, your concerns, and your vision for the future. Everything we do is completely tailored to your needs, designed to fit seamlessly into your life, not the other way around.
We cut through the jargon and deliver clear, actionable advice that empowers you to make confident decisions. With us, you’re not just another file—you’re a valued partner, and your success is our priority. That’s what sets us apart.
We would love to hear from you
If you think we can help, there are several ways to get in touch with us.