Financial Advice Manchester
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Transcript of Financial Advice Manchester
![Page 1: Financial Advice Manchester](https://reader033.fdocuments.net/reader033/viewer/2022051518/568bd8701a28ab2034a357ab/html5/thumbnails/1.jpg)
1http://www.octagonwealth.co.uk/
INTRODUCTIONOctagon Wealth Management is a
firm of Independent Financial Advisors.
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INDEX About UsOur Corporate Philosophy Service Offered Our unique Process Contact Us
2http://www.octagonwealth.co.uk/
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3
ABOUT USWe 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/
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OUR CORPORATE PHILOSOPHYA face to face meeting with the director of the companyOpenness, 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/
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SERVICE OFFEREDPersonal Investments & Wealth ManagementPersonal and Corporate Pension arrangementsRetirement PlanningBusiness Planning
http://www.octagonwealth.co.uk/
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OUR UNIQUE PROCESSYour Initial ConsultationReview of Your Current SituationConstruction of Your Recommended PortfolioImplementationOn-going Reviews
http://www.octagonwealth.co.uk/
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CONTACT USAddress:Martland Mill, Mart Lane, Burscough, L40 0SD Phone: 01704 898 570Email: [email protected]: http://www.octagonwealth.co.uk
http://www.octagonwealth.co.uk/