Octagon Wealth Management, Martland Mill, Mart Lane, Ormskirk, L400SD

Description

We are a firm of Independent Financial Advisers based in Ormskirk. 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. Whilst our wealth management services are based in ormskirk we have clients throughout the UK.

The way we work

At Octagon Wealth Management Services 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. All are diectors as you would expect are qualified independent financial advisers

We pride ourselves on 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