Octagon Wealth Management
01704 898 570
Mail@OctagonWealth.co.uk
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You’re one step closer to finding a local Independent Advisor.

ALLOW US TO PROVIDE YOU WITH ALL THE OPTIONS TO SUIT YOUR NEEDS. NO COST. NO OBLIGATIONS.

WELCOME TO OCTAGON WEALTH MANAGEMENT

The great joy of financial freedom is feeling free from worry about life’s uncertainties, and our aim is to facilitate a more secure financial future for you, your family and for businesses of all sizes.

YOU are the focus of our business: You, your life, your family, your future.

Our understanding of your current circumstances is the first step to the formulation of a financial plan that aims to help you meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a pathway to it.

So it all starts with understanding. We listen to your needs, your hopes, your dreams and we create a plan, which helps enable us to provide you with clear, no-jargon advice on the most appropriate financial vehicles and funds for your unique personal circumstances.

This is the start of our journey together, to prepare the plan which aims to meet the goals you set for yourself and your family and to help you build a brighter, more secure future.

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Engage in Our Process…

ConsultReviewArrangeOngoing Service

Octagon keep it simple

  • Free Consultation
  • We will meet you at a convenient time and location
  • No obligation or fee
  • Totally confidential

Still No Charge!

  • We will review your existing holdings
  • Comprehensively assess your needs
  • Discuss your personal objectives
  • Resulting in the generation of a bespoke financial report
  • We will advise on the suitability of your current holdings
  • We will present the options available to you from the Whole of the market
  • If you are satisfied with our recommendations – We will implement changes
  • ALL FEES WILL BE PRESENTED & AGREED PRIOR TO COMMITMENT
Ongoing Review

  • Access to our specialists by phone or email during working hours
  • Ongoing legislation and market updates
  • Face to face review with all clients at least Annually
  • Provision of referrals service for friends and family

Client Testimonials

  • Having been a business owner for many years, I had been introduced to professionals in the finance sector previously. Jon made a huge difference to the retirement and tax planning of the Directors of our business. He presents complex technical strategies in a very simple way and has become a valued adviser for both personal and professional planning needs. I have no hesitation in recommending his services for personal or professional financial planning. Octagons fees have always been fair, clear and value for money.

    Mr Berry
    Neston

  • It was a great pleasure to talk to someone who not only knows what they’re doing, but also knows how to make it understandable to someone else. You’re a very rare species these days! You will be recommended

    Mr & Mrs Stanley
    Shropshire

  • Rick was extremely sensitive to my needs, he listened intently to the needs I had and provided me with confidence that my pension fund could deliver a guaranteed income for the rest of my life. Octagons service standards were exemplary and they showed great care throughout their process to ensure I was updated at every stage. Thanks so much to Rick and the team!

    Mrs Heyes
    Southport