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Frequently Asked Questions

Find answers to your questions here and some extra resources for you to use!

Videos

Why Choose Octagon?

Why Choose Octagon?

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Frequently Asked Questions

Frequently Asked Questions

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What Issues Do Our Business Owner Clients Face?

What Issues Do Our Business Owner Clients Face?

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How Financial Planning Can Help You?

How Financial Planning Can Help You?

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Your 3 Pension Options in 3 Minutes

Your 3 Pension Options in 3 Minutes

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This brief video outlines how you can access your pension at retirement and the considerations for each option.

Resources

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Writing a Will

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Making a Power of Attorney

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 an appointed representative of the Best Practice IFA Group Limited which is authorised and regulated directly by the Financial Conduct Authority (FCA) 223112

Octagon Consultancy Limited is an appointed representative of Best Practice IFA Group Limited registration number 223112 which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/firms/systems-reporting/register . Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.

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