Your financial journey is one of life's most important. It makes all other destinations possible. We believe no-one should set off on such a major expedition without an experienced and enthusiastic guide. Ask any explorer and they'll tell you the most important stage is planning. That's why we take time to sit down with you and find out about your aspirations, your business, your family responsibilities.
What do you want to achieve? What other journeys need to be taken into account? What are the practical reasons for making decisions? What are the emotional ones? We meet to explain our approach and find out if there is enough common ground to work together. Planning ahead can help you move money out of your business into investments that can support your retirement when you are ready.
What do you want to achieve? What other journeys need to be taken into account? What are the practical reasons for making decisions? What are the emotional ones? We meet to explain our approach and find out if there is enough common ground to work together. Planning ahead can help you move money out of your business into investments that can support your retirement when you are ready.
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Set off on that expedition with Octagon and you'll have a team on your side that doesn't always behave as you might expect financial planners to behave. For starters, we're inquisitive. We want to find out about you - what your circumstances are and what commitments you have, of course, but also what excites you about life, and what your dreams and aspirations look like.
But you may not have got round to applying that same planning discipline to your personal finances. With so much information around it is easy to get confused and feel ill equipped to face your future and there is a danger of missing out. Missing out on important legislative changes, tax breaks and investment returns.
