wealth management cheshire

Octagon Wealth Management Ltd holds immense expertise in facilitating you with the most reliable wealth management services so that you can save a great deal of money from your earnings. The

professionals here create a perfect model for your wealth management in a smarter way.

INTRODUCTION

INDEX

•ABOUT US•TYPICAL OCTAGON WEALTH CLIENTS•OUR UNIQUE PROCESS•CONTACT US

ABOUT US

Octagon Wealth Management Ltd (Octagon Wealth Management) is a firm of Independent Financial Advisers. One of the big advantages of taking financial advice from an Independent Financial Adviser (IFA) is that it gives you access to the whole market without any form of bias or restriction.

TYPICAL OCTAGON WEALTH CLIENTS

Octagon Wealth Management provides holistic Independent Financial Advice across many areas.These include:•Personal Investments & Wealth Management•Personal and Corporate Pension arrangements•Retirement Planning•Business Planning

OUR UNIQUE PROCESS

Your Initial Consultation Review of Your Current SituationConstruction of Your Recommended PortfolioImplementationOn-going Reviews

Octagon Wealth Management LtdMartland Mill, Mart LaneBurscoughOrmskirk, Lancashire L40 0SDUnited Kingdom

01704898 570

www.octagonwealth.co.uk