Established in January 2012, Octagon Financial Services are a firm of highly-qualified Financial Advisers giving independent financial advice. We all hold the most up-to-date qualifications from the Institute of Financial Services, the Chartered Insurance Institute and the Institute of Financial Planning.
Collectively we have over 100 years’ experience in financial services. So, you can have absolute confidence we really understand our market place! We each have our own areas of particular expertise; this means depending what type of advice you need, we will recommend one of our Advisers who specialise in that particular field.
We are also part of Personal Touch Financial Services, the UK’s largest privately-owned financial adviser network through which we have exclusive access to some of the best financial products in the marketplace. Combining this with the skills and experience of our team, you are assured of getting the best financial advice together with first-class customer service.
Getting the right financial advice is so important, not least of which because it is very often a journey. Life can bring all sorts of unexpected twists and turns which affect the type of help and advice you need. You need to know the Financial Advisers you choose will take that journey with you.
There are hundreds, indeed thousands of Financial Advisers out there; why would you come to us?
I’m afraid we can’t answer that fully because we don’t know you, yet. But what we can tell you are some of the reasons our existingclients chose us, and why they then stay with us:
We don’t simply assume we can help; we do our homework first.
We invest time in getting to know them, their situation & expectations.
We keep things simple and avoid using unnecessary technical jargon.
We make them feel comfortable to ask anything, without feeling stupid.
We genuinely put them first and go the extra mile.
We believe in doing what’s right, not what’s easy.
What this all boils down to is that our clients feel they can trust us. We then show them time and again that they are right to put their trust in us; and ultimately that’s what gives them absolute peace of mind.