Octagon Financial Services Limited
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Octagon Financial Services Client Value Proposition is a 5 step process and our promise to you to get you to your financial aims, objectives and dreams.
Step 1 - Understanding
At a time and a place to suit you with no initial cost to you either, we arrange a meeting to discover and understand your personal circumstances and if we can help you but likewise if you wish to work with us.
Step 2 - Goals & Dreams
Generally everyone has an dream with what they want to achieve in life and what they want their money to do for them, if we think hard enough. Its you that has the dream and its us that's help you achieve those dreams.
Step 3 Researching the facts & Recommendations
Octagon will look at your current position and circumstances coupled with your goals and dreams and analyse areas of need. We will discuss and recommend a plan to get you on the correct path to achieve your goals in a detailed report personal to you.
Step 4 - Implementation & Solution
Presentation of the recommendation report guiding you through the areas and needs highlighted and answering any questions you may have making sure its understandable before any plans and solutions are implemented.
Step 5 - On-going Reviews
A regular annual review is highly recommended to make sure you and your plans are still on track to produce the results you expect.
The Services I can provide to you are as follows.
Wealth Creation, Retirement Planning & Provision, Business Continuity & Succession Planning, Estate & Tax Planning, Protection, Private Medical Insurance, Property Portfolio, Will's & Lasting Power of Attorney General Insurance.
A friendly approachable service which is explained in simple terms with the emphasis on the long term approach where I promise you will not be left alone not knowing where to turn for help. I will be there for you, so NO high pressure sales, NO junk mail, NO unbroken promises and NO call centers, you will speak to and see the same person time and time again. Give us the opportunity to help you and you wont regret it PROMISE!!!!
Address & Contact
Radcliffe on Trent