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INTRODUCTION Octagon Wealth Management is a firm of Independent Financial Advisors.

http://www.octagonwealth.co.uk/


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

http://www.octagonwealth.co.uk/

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ABOUT US We 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). 

http://www.octagonwealth.co.uk/


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

http://www.octagonwealth.co.uk/


SERVICE OFFERED  Personal Investments & Wealth Management  Personal and Corporate Pension arrangements  Retirement Planning  Business Planning

http://www.octagonwealth.co.uk/


OUR UNIQUE PROCESS  Your Initial Consultation  Review of Your Current Situation  Construction of Your Recommended Portfolio  Implementation  On-going Reviews

http://www.octagonwealth.co.uk/


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

http://www.octagonwealth.co.uk/


QUESTIONS

http://www.octagonwealth.co.uk/


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