Frequently Asked Questions

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

Videos

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

Resources

WRITING A WILL.png

Writing a Will

MAKING A POWER OF ATTORNEY.png

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) 230593

Octagon Consultancy Ltd (FRN 230953) is an appointed representative of the Best Practice IFA Group Limited which is authorised and regulated directly by the Financial Conduct Authority  . Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.

PRIVACY & COOKIE POLICY