Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Mortgage Solutions / Brokers

Octagon Wealth Management Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Octagon Wealth Management Ltd

Overview:

Octagon Wealth Management Ltd (Octagon Wealth Management) are 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. A Financial Advisor will ask their client a whole range of questions about their circumstances and financial goals. The advisor will also establish the client’s attitude to risk. This approach helps to ensure that any advice given is absolutely appropriate to the client’s circumstances and objectives.

Once they have that information, the IFA will make recommendations drawn from the ‘whole of the market’ rather than from a limited choice of products or providers as is the case for restricted advisors or the typical service from a high street bank. All IFA’s are regulated by the FCA (Financial Conduct Authority).

Our Core Values

At Octagon Wealth Management we pride ourselves upon a corporate philosophy , as such you will always experience the following:
A face to face meeting with a director of the company who will provide you with advice tailored to your personal circumstances and objectives.
Openness, honesty and transparency in all of our communications with you, as our client.
All correspondence to you will be clear, delivered promptly and without industry jargon.
We regularly ask our clients for their perception of our dealings with them, to ensure we meet your expectations and importantly never place our interest ahead of yours.

Typical Octagon Wealth Clients

Octagon Wealth Management provides holistic Independent Financial Advice across many areas. These include:
Personal Investments & Wealth Management
Investment Planning and Reviews
Investment ISAs, Unit Trusts, OEIC’s (reviews and establishment)
Onshore and Offshore Investments
Personal and Corporate Pension arrangements
Pension Reviews (Including Company Group Personal Pensions)
New Pension Establishment
Pension Sharing on Divorce
Retirement Planning
Income Drawdown (Capped and Flexible)
Annuity Income Purchase and comparison
Retirement Planning and Advice
Business Planning
Group Personal Pension Plan Reviews
Business Protection (Shareholder and Keyman)
General Financial Planning and Advice for Business

We know that every client is different so do not worry if you are unsure of a particular area of advice. We would always recommend a no obligation meeting with one of our directors (through our contact page) who will be able to advise you as to how we can help.

Saving & Investments / Portfolio Management.
Pensions & Retirement Planning.
Pension Income Options – Annuities
Pension Income Options – Drawdown.
Pension Sharing On Divorce.
Auto Enrolment.
Mortgages.

History:

Octagon Wealth Management is a firm of Independent Financial Advisors.

Octagon Wealth Management were Established in their current form in December 2010 following the merger of RJH & Associates Ltd and Kiloran Associates Ltd. Initially named Pensions & Wealth Management Services (UK) Ltd, we offered bespoke advice in Pensions and Wealth Management Planning, the name was changed to Octagon Wealth Management in order for the company to focus and promote the multiple sides to Independent Financial Advice.

The directors originally worked together as IFA Consultants for a number of years, identifying the practices of over 150 IFA firms, providing guidance on a variety of risk based investment and pension solutions. Having quickly identified their skills and experience could better benefit clients directly; they established IFA practices in their own right and have provided Independent Financial Advice to clients ever since.

Formerly known as:

RJH & Associates Ltd
Kiloran Associates Ltd
Pensions & Wealth Management Services (UK) Ltd
Pensions and Wealth Management Planning

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.