1 / 9

Financial Advice Manchester

For best IFA Manchester, get in touch with Octagon Wealth. Our highly experienced experts will offer you practical financial advice Manchester.

guest85035
Download Presentation

Financial Advice Manchester

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. INTRODUCTION Octagon Wealth Management Ltd (Octagon Wealth Management) are a firm of Independent Financial Advisers. http://octagonwealth.co.uk/

  2. INDEX • 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 http://octagonwealth.co.uk/

  3. OUR UNIQUE PROCESS • Initial Consultation (Free of charge) • Initial meeting with one of our qualified Directors • A chance to ask questions and understand what we do • Opportunity for us to find out what help you require • Discuss the options available to you from our range of services • Information about our charges http://octagonwealth.co.uk/

  4. Expert Review of Your Current Situation • Gathering information about your existing financial arrangements • Review 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 http://octagonwealth.co.uk/

  5. 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 http://octagonwealth.co.uk/

  6. Implementation • 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 http://octagonwealth.co.uk/

  7. On-going Reviews • Structured reviews to give you peace of mind • Regular updates and information regarding your holdings • A choice of differing levels of support depending on your needs http://octagonwealth.co.uk/

  8. 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://octagonwealth.co.uk/

  9. ANY QUESTION http://octagonwealth.co.uk/

More Related