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Octagon Wealth Management

Investment Services
Second Floor, Burscough Wharf,, L40 5RZ Ormskirk, Lancashire  Show map  Hide map

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Business profile

We are a firm of Independent Financial Advisers. We are truly independent which means that you access the whole market without any form of bias or restriction because we are not incentivised to recommend any specific products The way we work 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. About the Directors The directors originally worked together as IFA Consultants for a number of years, identifying the practice

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