Give your money an
Option you deserve

We give you a tailored option when it comes to your money. We are the option for all.

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A new option
for financial advice


Speak to an advisor on your terms

We appreciate you may not have time for a face-to-face, so we can help you over the phone however you want face-to-face we can cover this also.


Everything is your Option

Wherever you are on your financial journey, Options Wealth are here to help, if you are planning for retirement or just want to get your money working harder.


Fee’s you understand

We like to keep things simple, from our fees to the advice we give you. We cap our annual management fees at 0.95% pa. But remember we only charge once you start investing, so we don’t charge for recommendations or advice.

Get a free
financial check

We will give you a full review of your finances for free that will let you understand.


Maximise your Options

You may already have investments but have you explored other options available


Financial Check Up

If we don’t feel well, we go to the doctors but if our bank account isn’t looking where we want it to be, what do we do? Just like Doctors we have qualified advisors ready to help.


It’s your option

We’ll give you some free pointers and things to think about.

How does
it work?

Get Started



We need you to open up

Answer some simple questions about your current situation, what you have planned for the future and where you want to be.



Understanding your situation

Once we understand your situation we will provide an overview and identify whether you are on track to hit your goals.



Understanding your Options

Once we understand your situation we will show you what options are available to you – without you paying a penny.



Get up and running

If you ahead, we’ll get in with your account set up with your new providers and get you started we will be with you every step of the way.

A new option
to pricing


When it comes to Investment advice we try keep things as simple as possible, should you proceed with our recommendations we will charge you a fee based on the work undertaken, this will not be more than 5% of the initial investment or pension value regardless of how much money you are investing or transferring. Then we charge you an annual management charge of 0.65% or 0.95% (dependant on the level of service you require) to manage your portfolio. This covers all our advice and is taken monthly straight out of your portfolio.

We will always be crystal clear on the costs involved. So you know exactly what you’re paying and what you get for it.

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What are you
looking for?

We give your money more options, we help you make your money work harder by helping you understand all the options available to you giving you the peace of mind about your financial future.



Optimise your cover – our expert team will talk through your existing policies to see if there are any insurance products that could be better for you and your current circumstances.

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ISA Review

Are you overlooking your ISA options? We’ll review your current ISAs and suggest solutions to help you maximise your returns, reduce your fees and save you money.

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Pension Review

We will review your current pension arrangement(s) and suggest possible ways to maximise the value of your policies and/or reducing fees.

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We are part
of Options


We started out with one mission to change the way customers in the UK see financial services.

We have big plans for our company but we will only tell you when the time is right.

We had the industrial revolution, but we now think it is time for the Financial Revolution and we want to be remembered for changing the status quo.

Part of Options

Options Wealth is a trading name of TRF Limited a private limited company registered and incorporated in England and Wales with registration number 11209573 whose registered office is 1 Park Court, 42 Park Cross Street, Leeds, LS1 2QU. TRF Limited is authorised and regulated by the Financial Conduct Authority. FRN 834557.