01704 898 570

Our Services


At Octagon Wealth Management we specialise in providing clients with first class independent financial advice on many aspects of wealth management, this includes advising people of all ages and with differing needs and objectives. Put simply, our aim is to take away any concerns you may have over your personal finances and replace them with confidence.

For full details of the range of products and services that are available to you, please use the links below:

  • Saving & Investments / Portfolio Management.
  • Pensions & Retirement Planning.
  • Pension Income Options – Annuities
  • Pension Income Options – Drawdown.
  • Pension Sharing On Divorce.

In addition to personal advice, we also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

As well as working directly with personal and business clients we also provide a complementary service to other professionals such as accountants and solicitors. We are pleased to work with any other professionals to provide holistic advice to their clients.

Please get in touch using our contact page or email us directly at mail@OctagonWealth.co.uk for a free initial no obligation discussion on how we can be of service to you.