At Octagon Wealth Management you will always receive advice from a Director of the Company. We believe this way you can always be sure that the advice process meets the strict core values and philosophy of the firm.
Rick has an Honours degree in International Business, Finance and Economics from The University of Manchester and holds the CII Diploma in Financial Planning that all Financial Advisors must have achieved in order to be able to advise on investments after the 31st December 2012.
Rick has worked in financial services for over 10 years. Working initially as an IFA Consultant for a UK Life Office, Rick offered product and business consultancy services to established IFAs throughout the UK. Soon realising his skills could be better directed to personal clients he set up RJH & Associates Ltd and began offering Independent Financial Advice through appointed representatives of IFA networks.
Rick is married to Kelly, a personal trainer, and lives in Staffordshire. In Rick’s leisure time; he enjoys watching and playing a range of sports and has a passion for raising money for charity through a number of varied events each year. His biggest adventure to date saw him successfully row across the English Channel in aid of a local neonatal unit.
Sharing the mutual philosophy that all clients should receive the best service possible at all times no matter their wealth or circumstances, Rick and Jon formed Octagon Wealth Management together in 2010.
Jon has an honours degree from the University of Lancaster and holds the Diploma in Financial Planning which is mandatory for all Financial Advisers following the implementation of the Retail Distribution Review in January 2013.
Jon has worked in the Public Sector, private Sector and more recently as a business owner in the financial services industry. Jon represented AEGON Scottish Equitable between 2006 and 2008 as a product specialist with IFAs as his customer base, this experience allowed Jon to identify the needs of many clients and lead him to the decision to establish an IFA practice in his own right in 2008.
Jon is also a Flight Lieutenant in the Royal Air Force Volunteer Reserve (Training) branch, where he specialised in the delivery of leadership, management training and outdoor pursuits to members of the Air Cadet Organisation. Jon is married to Anna and they are kept very busy by their two boys, Angus who is aged 3 and Fraser who only recently entered the world! Jon can often now be found in the office late at night or early in the morning, sometimes asleep under his desk!
In Jon’s limited spare time; he enjoys playing golf off a handicap of 12 and following his beloved Liverpool FC. Jon is a keen mountaineer and assists the Duke of Edinburgh’s award as an assessor for expeditions in North Wales and the Yorkshire Dales.
Sharing the mutual philosophy that all clients should receive the best service possible at all times no matter their wealth or circumstances, Jon and Richard formed Octagon Wealth Management together in 2010.