Wealth Management Firms

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INTRODUCTION
Octagon Wealth Management has been offering the
high end wealth management services to the
clients on a larger extent in UK. The financial
plans have been formulated by the experienced
wealth consultants employed here after
understanding the current circumstances of the
clients to ensure the fruitful outcomes.
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INDEX

• Introduction
• About Us
• Our Core Values
• Our Unique Process
• Auto Enrolment
• Contact Us

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ABOUT US
Octagon Wealth Management Ltd are a firm of
Independent Financial Advisers. One of the big
advantages of taking financial advice from an
Independent Financial Adviser is that it gives
you access to the whole market without any form
of bias or restriction.
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OUR CORE VALUES
At Octagon Wealth Management Ltd (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.

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OUR UNIQUE PROCESS

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

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AUTO ENROLMENT
Auto Enrolment is complex and the
responsibilities are onerous. These include,
amongst many others the requirement to

• Asses every one of your workers ages, earnings
  and place of work in order to place them into
  categories This is complex and needs to be
  carried out at  each and every pay period (be
  that weekly, monthly or annually).

• Register the plan with the Pensions Regulator and
  update them regularly with audit information
  relating to take up and opt-out data

• Process opt-outs and opt-ins at every pay period
  and keep records for 6 years.

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