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Financial Advice Manchester

For best IFA Manchester, get in touch with Octagon Wealth. Our highly experienced experts will offer you practical financial advice Manchester.

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Financial Advice Manchester

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  1. INTRODUCTION Octagon Wealth Management Ltd (Octagon Wealth Management) are a firm of Independent Financial Advisers. http://octagonwealth.co.uk/

  2. INDEX • Introduction • Our unique Process • Initial Consultation (Free of charge) • Expert Review of Your Current Situation • Rightful Construction of Your Recommended Portfolio • Implementation • On-going reviews • Contact Us http://octagonwealth.co.uk/

  3. OUR UNIQUE PROCESS • Initial Consultation (Free of charge) • Initial meeting with one of our qualified Directors • A chance to ask questions and understand what we do • Opportunity for us to find out what help you require • Discuss the options available to you from our range of services • Information about our charges http://octagonwealth.co.uk/

  4. Expert Review of Your Current Situation • Gathering information about your existing financial arrangements • Review your investment knowledge and attitude and tolerance towards investment risk and capacity for loss (if any!) • Present a full and thorough assessment and suitability of any existing holdings; this will include a review to see if your existing policies could be utilized in a more effective manner http://octagonwealth.co.uk/

  5. Rightful Construction of Your Recommended Portfolio • Preparing our recommendations to you based on your agreed attitude to investment risk and financial and personal objectives. • Appraisal of ALL REGULATED INVESTMENT OPTIONS* based on our product and fund knowledge. • Production of bespoke, multi asset, diversified solution where appropriate specifically tailored to your requirements http://octagonwealth.co.uk/

  6. Implementation • Regular updates throughout the implementation process and handling of all fund and policy administration on your behalf. • Ensure all your documents are issued in line with your expectations http://octagonwealth.co.uk/

  7. On-going Reviews • Structured reviews to give you peace of mind • Regular updates and information regarding your holdings • A choice of differing levels of support depending on your needs http://octagonwealth.co.uk/

  8. Contact us Address:Martland Mill, Mart Lane, Burscough, L40 0SD Phone: 01704 898 570 Email: mail@octagonwealth.co.uk URL: http://www.octagonwealth.co.uk http://octagonwealth.co.uk/

  9. ANY QUESTION http://octagonwealth.co.uk/

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