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INTRODUCTIONOctagon Wealth Management is a

firm of Independent Financial Advisors.

INDEX About UsOur Corporate Philosophy Service Offered Our unique Process Contact Us

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ABOUT USWe make recommendations drawn from the

‘whole of the market’ rather than from a limited choice of products or providers. All IFA's are regulated by the FCA (Financial

Conduct Authority). 

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OUR CORPORATE PHILOSOPHYA face to face meeting with the director of the companyOpenness, honesty and transparency in all of our communications with you, as our client.We regularly ask our clients for their perception of our dealings

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SERVICE OFFEREDPersonal Investments & Wealth ManagementPersonal and Corporate Pension arrangementsRetirement PlanningBusiness Planning

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OUR UNIQUE PROCESSYour Initial ConsultationReview of Your Current SituationConstruction of Your Recommended PortfolioImplementationOn-going Reviews

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CONTACT USAddress:Martland Mill, Mart Lane, Burscough, L40 0SD Phone: 01704 898 570Email: mail@octagonwealth.co.ukURL: http://www.octagonwealth.co.uk

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QUESTIONS

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