• luke@octagon

JUNE 2020 - A VIEW FROM THE SUMMIT


Welcome to our June Insight.

The first theme for Views from the Summit is drawing income in difficult times. It provides some useful pointers for those taking income from investments, investment strategies to deal with investing for income, and some of the psychology of retirement.


Investing for income - help me I am am drawing an income from my portfolio, markets are falling what should I do? Click HERE


I have a lump sum but I am worried about investing for income, what should I do? Click HERE


I am coming up to retirement, I need to spend my money, why is it so difficult? Click HERE


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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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.