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Wealth Management Cheshire PowerPoint Presentation
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Wealth Management Cheshire

Wealth Management Cheshire

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Wealth Management Cheshire

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  1. INTRODUCTION Octagon Wealth Management is a firm of Independent Financial Advisors. http://www.octagonwealth.co.uk/

  2. INDEX • About Us • Our Corporate Philosophy • Service Offered • Our unique Process • Contact Us http://www.octagonwealth.co.uk/

  3. ABOUT US We 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/

  4. OUR CORPORATE PHILOSOPHY • A face to face meeting with the director of the company • Openness, 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/

  5. SERVICE OFFERED • Personal Investments & Wealth Management • Personal and Corporate Pension arrangements • Retirement Planning • Business Planning http://www.octagonwealth.co.uk/

  6. OUR UNIQUE PROCESS • Your Initial Consultation • Review of Your Current Situation • Construction of Your Recommended Portfolio • Implementation • On-going Reviews http://www.octagonwealth.co.uk/

  7. 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://www.octagonwealth.co.uk/

  8. QUESTIONS http://www.octagonwealth.co.uk/