Octagon Financial Services (Financial Adviser Leicestershire) was founded in January 2012. We have six highly qualified professional and friendly financial advisers, all of which hold the most up-to-date qualifications from the Chartered Insurance Institute (CII) and the Institute of Financial Planning (IFP).

Financial Adviser Leicestershire by Octagon Financial Services

Looking for a professional Financial Adviser Leicestershire?

Supporting by and 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 Adviser Leicestershire services, together with first-class customer service. With a long established reputation and growing customer base octagon financial services (Financial Services Leicestershire) deliver quality financial advice to our customers in Leicestershire and throughout the Leicestershire area with a range of services to meet and exceed all of your needs and requirements.

Full range of financial advisory services in Leicestershire and throughout the Leicestershire area available to private individuals and small businesses alike, including

Personal Protection

Advice of Personal Protection products to help protect you and your family against an unpredictable future

Business Protection

Protecting your business and planning for its' future with products tailored specifically to mitigate the potential risks in your particular business

Automatic Enrolment

Experienced Financial Advisers to help manage the complexities of Auto Enrolment and Workplace Pension Schemes

Retirement Planning

Planning for your retirement has never been so important, we can help with Retirement Savings, approaching your retirement and ensure you are covered at retirement age


Sound investment advice to achieve you the best returns based upon your individual requirements and expectations

Equity Release

Withdrawing equity from your home can potentially impact your finances in ways you might not expect or anticipate, so taking financial and legal advice is absolutely crucial


Choosing the right mortgage alone can be a daunting prospect and one of the biggest financial decisions you will make

Estate Planning

Practical financial advice and guidance for you and your family when planning your estate

General Insurance

With the unpredictability of life we can help you think about events that may affect you, your home, including personal accidents, fire, theft, storm damage and floods

Friendly and professional advice from an experienced team of expert financial advisers in Leicestershire

Octagon Financial Services have a Team of Professional Financial Advisers

For our Financial Adviser Leicestershire Call: 0800 142 2953