• luke@octagon

JULY INSIGHT - A VIEW FROM THE SUMMIT

Updated: Jul 1


Welcome to our July Insight.

With lockdown measures being eased, there seems to be some light at the end of the tunnel with people starting to look forward to getting out and about more.

In our experience clients find value in getting organised, and once achieved, this helps them to focus on what is important to them. Many of us have been spending more time at home than we expected over the last few months so you might like to try our 8 Step Wealth Workout, and consider some of the actions you would like to take. Follow the link HERE

Increasingly we are also finding that with extra time, clients are finding more time to consider their future. So, we attach our latest thoughts on how you might want to think about planning for retirement – and can assure you it's much more than talking about pensions. Follow the link HERE

As ever if you need any help with any planning matter please do not hesitate to give us a call, or if you know anyone who may require our services please pass our details on.

This article does not constitute advice. Anyone considering any form of financial planning should seek independent financial advice. Octagon Consultancy Limited is authorised and regulated by the Financial Conduct Authority (FCA). You should note that the FCA does not regulate tax advice. Past performance is not indicative of future results. The value of your investment may go down as well as up


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We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Octagon Consultancy Ltd is authorised and regulated directly by the Financial Conduct Authority (FCA) 563059

Octagon Consultancy Ltd (FRN 563059) is authorised and regulated by the Financial Conduct Authority. Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.