01704 898 570
Mail@OctagonWealth.co.uk

About Octagon Wealth Management

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Independent Financial Advisors

Octagon Wealth Management Ltd (Octagon Wealth Management) are a firm of Independent Financial Advisers. One of the big advantages of taking financial advice from an Independent Financial Adviser (IFA) is that it gives you access to the whole market without any form of bias or restriction. A Financial Advisor will ask their client a whole range of questions about their circumstances and financial goals. The advisor will also establish the client’s attitude to risk. This approach helps to ensure that any advice given is absolutely appropriate to the client’s circumstances and objectives.

Once they have that information, the IFA will make recommendations drawn from the ‘whole of the market’ rather than from a limited choice of products or providers as is the case for restricted advisors or the typical service from a high street bank. All IFA’s are regulated by the FCA (Financial Conduct Authority).


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Our Core Values

At Octagon Wealth Management we pride ourselves upon a corporate philosophy , as such you will always experience the following:

  • A face to face meeting with a director of the company who will provide you with advice tailored to your personal circumstances and objectives.
  • Openness, honesty and transparency in all of our communications with you, as our client.
  • All correspondence to you will be clear, delivered promptly and without industry jargon.
  • We regularly ask our clients for their perception of our dealings with them, to ensure we meet your expectations and importantly never place our interest ahead of yours.

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Our History

Octagon Wealth Management is a firm of Independent Financial Advisors.

Octagon Wealth Management were Established in their current form in December 2010 following the merger of RJH & Associates Ltd and Kiloran Associates Ltd. Initially named Pensions & Wealth Management Services (UK) Ltd, we offered bespoke advice in Pensions and Wealth Management Planning, the name was changed to Octagon Wealth Management in order for the company to focus and promote the multiple sides to Independent Financial Advice.

The directors originally worked together as IFA Consultants for a number of years, identifying the practices of over 150 IFA firms, providing guidance on a variety of risk based investment and pension solutions. Having quickly identified their skills and experience could better benefit clients directly; they established IFA practices in their own right and have provided Independent Financial Advice to clients ever since.


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Typical Octagon Wealth Clients

Octagon Wealth Management provides holistic Independent Financial Advice across many areas. These include:

  • Personal Investments & Wealth Management
    • Investment Planning and Reviews
    • Investment ISAs, Unit Trusts, OEIC’s (reviews and establishment)
    • Onshore and Offshore Investments
  • Personal and Corporate Pension arrangements
    • Pension Reviews (Including Company Group Personal Pensions)
    • New Pension Establishment
    • Pension Sharing on Divorce
  • Retirement Planning
    • Income Drawdown (Capped and Flexible)
    • Annuity Income Purchase and comparison
    • Retirement Planning and Advice
  • Business Planning
    • Group Personal Pension Plan Reviews
    • Business Protection (Shareholder and Keyman)
    • General Financial Planning and Advice for Business

We know that every client is different so do not worry if you are unsure of a particular area of advice. We would always recommend a no obligation meeting with one of our directors (through our contact page) who will be able to advise you as to how we can help.