0113 513 4731
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.
We give you a tailored option when it comes to your money. We are the option for all.
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.
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.
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.
We will give you a full review of your finances for free that will let you understand.
You may already have investments but have you explored other options available
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.
We’ll give you some free pointers and things to think about.
Answer some simple questions about your current situation, what you have planned for the future and where you want to be.
Once we understand your situation we will provide an overview and identify whether you are on track to hit your goals.
Once we understand your situation we will show you what options are available to you – without you paying a penny.
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.
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.
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.
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.
We will review your current pension arrangement(s) and suggest possible ways to maximise the value of your policies and/or reducing fees.
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.
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.
