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Octagon Wealth Management Ltd (Octagon Wealth Management) are a firm of Independent Financial Advisers.

INTRODUCTION

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INDEX

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Introduction Our unique Process

Initial Consultation (Free of charge) Expert Review of Your Current Situation Rightful Construction of Your Recommended

Portfolio Implementation On-going reviews Contact Us

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Initial Consultation (Free of charge)

Initial meeting with one of our qualified DirectorsA chance to ask questions and understand what we doOpportunity for us to find out what help you requireDiscuss the options available to you from our range of servicesInformation about our charges

OUR UNIQUE PROCESS

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Expert Review of Your Current Situation

Gathering information about your existing financial arrangementsReview your investment knowledge and attitude and tolerance towards investment risk and capacity for loss (if any!)Present a full and thorough assessment and suitability of any existing holdings; this will include a review to see if your existing policies could be utilized in a more effective manner

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Rightful Construction of Your Recommended Portfolio

Preparing our recommendations to you based on your agreed attitude to investment risk and financial and personal objectives.

Appraisal of ALL REGULATED INVESTMENT OPTIONS* based on our product and fund knowledge.

Production of bespoke, multi asset, diversified solution where appropriate specifically tailored to your requirements

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Regular updates throughout the implementation process and handling of all fund and policy administration on your behalf.Ensure all your documents are issued in line with your expectations

IMPLEMENTATION

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Structured reviews to give you peace of mindRegular updates and information regarding your holdingsA choice of differing levels of support depending on your needs

ON-GOING REVIEWS

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Address:Martland Mill, Mart Lane, Burscough, L40 0SD

Phone: 01704 898 570

Email: mail@octagonwealth.co.uk

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

http://octagonwealth.co.uk/

CONTACT US

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http://octagonwealth.co.uk/

ANY QUESTION