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Wealth Management Manchester PowerPoint Presentation
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Wealth Management Manchester

Wealth Management Manchester

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Wealth Management Manchester

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Presentation Transcript

  1. INTRODUCTION Octagon Wealth Management Ltd holds immense expertise in facilitating you with the most reliable wealth management services so that you can save a great deal of money from your earnings. The professionals here create a perfect model for your wealth management in a smarter way.

  2. INDEX • ABOUT US • TYPICAL OCTAGON WEALTH CLIENTS • OUR UNIQUE PROCESS • CONTACT US

  3. ABOUT US Octagon Wealth Management Ltd (Octagon Wealth Management) isa firm of Independent Financial Advisers. One of the big advantages of taking financial advice from an Independent Financial Adviser (IFA) is that it gives you access to the whole market without any form of bias or restriction.

  4. TYPICALOCTAGONWEALTHCLIENTS Octagon Wealth Management provides holistic Independent Financial Advice across many areas. These include: • Personal Investments & Wealth Management • Personal and Corporate Pension arrangements • Retirement Planning • Business Planning

  5. OURUNIQUEPROCESS • Your Initial Consultation •  Review of Your Current Situation • Construction of Your Recommended Portfolio • Implementation • On-going Reviews

  6. Octagon Wealth Management Ltd Martland Mill, Mart Lane Burscough Ormskirk, Lancashire L40 0SD United Kingdom 01704898 570 www.octagonwealth.co.uk