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Home > Services >
INVESTMENT ADVICE
- Tax advantageous investment planning
- Trustee investment advice
- On and off shore investment advice
- Portfolio construction, review and management
RETIREMENT PLANNING
- Retirement reviews
- Personal/Stakeholder/Executive pensions
- Self invested (SIPPS) and self administered (SSAS) pension schemes
- Income drawdown and phased retirement
- Annuities
- Pension property purchase
CORPORATE SERVICES
- Tax planning
- Business protection
- Group risk plans
- Employee benefits
PROTECTION PLANNING & GENERAL INSURANCE
- Family protection
- Income protection
- Long term care
- Healthcare/Private medical insurance
TAX PLANNING
- Inheritance tax planning (IHT)
- Income and Capital Gains Tax (CGT) planning
- Trust and Estate planning
MORTGAGE ADVICE
- Purchase
- Remortgage
- Buy to let
- Commercial Financing
Your home may be repossessed if you do not keep up repayments on your mortgage.
For advising on mortgages we charge a fee of typically £500.
Octagon Consultancy Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The FSA do not regulate some forms of mortgages.
The information and content of this site is intended for UK consumers only, and is subject to the UK regulatory regime.
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