• luke@octagon

Retirement – More than your Pension

Never has the pensions landscape looked more complex – full of opportunities but also pitfalls for the unwary! Being able to navigate the choices and selecting the right solutions for your individual circumstances grows ever more challenging.


Now more than ever, retirement planning is more than just about pensions. Our approach will always be to start by finding out about the life you want to lead, and the legacy you want to leave before your retirement journey begins.


We believe that your retirement should reflect you

Your desired lifestyle and objectives should steer the decisions about your financial future and the creation of your retirement plan.


At Octagon Consultancy, we will develop a clear plan and investment strategy designed to be flexible while delivering your desired outcomes. The creation of a cashflow plan (mapping your current income and expenditure with your liabilities and savings) will help you visualise what is possible with your money. As well as allowing us to recommend investment and income strategies that can deliver the outcomes you aspire to.


Retirement is your opportunity to achieve your life long goals and aspirations

Part of our job is to help you articulate your problems and your retirement dreams; many haven’t dedicated enough time to consider what they want to do beyond work. The process of reviewing your finances and the opportunity to talk openly often sparks ideas and inspires a vision. We want to find out your “why” and “when” before we plan for “how” you can retire.


By taking a holistic view of your financial situation and your broader life objectives, we create tailored solutions and investment recommendations to transform your retirement goals into reality.

Can we help you or someone you know? If so, please do not hesitate to get in touch with any of the team at Octagon Consultancy. We would love to hear from you.


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.