What we do

We help you identify, achieve and maintain your desired lifestyle without fear of running out of money. Our aim is to help you live the life you want without worrying about your finances. Where goals cannot be met from your resources we can provide advice and guidance on how to compromise effectively.

Our financial planning journey is summarised by the diagram below, which sets out the stages of our process.

Your initial meeting will be conducted at our expense and without obligation.

You will be introduced to Octagon Consultancy and your adviser, who will discuss our approach and the costs and charges involved. We will identify your goals and aspirations to ensure we fully understand the direction in which you wish to proceed before moving on to deliver financial planning recommendations or any lifestyle cash flow planning. You will be provided with a copy of our client agreement and the scope and cost of any work will be agreed with you in advance.

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