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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/
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/