WELCOME TO

OCTAGON FINANCIAL SERVICES LIMITED

Doing what’s right, not what’s easy…

Octagon Financial Services are Financial Advisers in Retford, covering Derby, Lincoln, Mansfield and both Nottinghamshire and Leicestershire. Octagon Financial Services is a professional financial advice firm providing a full range of protection, investment, retirement planning and mortgage services to private individuals and small businesses across the UK

MEET OUR TEAM
Meet the Financial Advice Team at Octagon Financial Services
WHAT WE OFFER
Financial Services to Private Individuals and Business Clients
GET IN TOUCH
Get in Touch with Octagon Financial Advice Services and Enquiries Form
If you’re looking for professional financial advice, then look no further

Octagon Financial Services in Retford, Nottinghamshire are a firm of 3 Financial Advisers offering independent financial advice, providing a full range of advice and services to both private clients and small businesses in the Midlands. You might already know exactly what kind of financial advice you need. Or, you might not. As far as we’re concerned, either is fine. We are very used to helping people who don’t know quite where to start. That’s what we’re here for.

Let us help by suggesting a starting-point for you. Here are some of the financial advice matters we regularly advise our clients on…

Private Clients
  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Private Medical Insurance *
  • Buildings & Contents Insurance *
  • Retirement Planning
  • Estate Planning
  • Wills, Trusts & Power of Attorney
  • Mortgages
  • Investments
Business Clients
  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Private Medical Insurance *
  • General Insurance
  • Key Person Insurance
  • Private Pension
  • Company / Group Pension
  • Auto Enrolment / Workplace Pension
  • Investments

Some of the products / services shown above are not or may not be regulated by the Financial Conduct Authority.
* Octagon Financial Services Ltd act as a credit broker not a lender.

These are the areas of financial advice in which we are most frequently asked to help. In our experience, we are nearly always able to offer you a solution. But if we can’t, we will be honest enough to say so; we won’t simply try to make a square peg fit into a round hole. That said, we can only establish whether or not we can help you by talking to you. A quick phone call is usually enough for us to know if we are at least on the same page. And if we are, an initial consultation will then establish whether or not we can meet your needs, and make sure you feel comfortable working with us. The “fit” must be right on both sides.

** AN EQUITY RELEASE PRODUCT WILL REDUCE THE VALUE OF YOUR ESTATE, WILL NOT BE SUITABLE FOR EVERYONE AND MAY AFFECT YOUR ENTITLEMENT TO STATE BENEFITS. TO UNDERSTAND THE FEATURES AND RISKS PLEASE ASK FOR A PERSONALISED ILLUSTRATION.

Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice.

Our fees and charges vary depending on the Services we provide to you. We charge a fee of up to £1000 payable at the outset. Our typical fee is £750.

To get the ball rolling, why not give us a call?

Consultations are face-to-face, at a time and place to suit you and are free of charge – so what have you got to lose?

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. OUR FEES AND CHARGES VARY DEPENDING ON THE SERVICES WE PROVIDE TO YOU. WE CHARGE A FEE OF £595.00 WHICH IS NON-REFUNDABLE AND PAYABLE AT THE OUTSET. WE WILL ALSO BE PAID COMMISSION FROM THE LENDER WHICH WILL BE DISCLOSED TO YOU.

THE FINANCIAL CONDUCT AUTHORITY DO NOT REGULATE MOST BUY TO LET MORTGAGES.