Octagon Wealth Management Ltd

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.

Address: Second Floor, Burscough Wharf, Liverpool Road North, Burscough, Lancashire, L40 5RZ, United Kingdom

Phone: +44 1704 898 570
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