Octagon Financial Services

Financial Adviser in Retford, Nottinghamshire

Octagon Financial Services Limited is a professional financial advice firm providing a full range of Protection, Investment, Retirement Planning and Mortgage Services to private individuals and small businesses across the UK.

 

Our philosophy is always to put the client first and to develop open and honest relationships designed to drive excellent client outcomes. This is built on integrity and trust, where by hundreds of satisfied clients are already enjoying the benefits of working with Octagon's professional advisers, we continue to receive some excellent testimonials and referrals.

Contact details

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Phone    

01777 710921

 

Address   

8 Winston Grove,

Retford,

Nottinghamshire,

DN22 6SQ

Payment Options

  • Fee
  • Hourly Rate
  • % of Assets
  • Commission

List of Services

Investments

  • Bonds
  • Collectives
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts

Mortgages

  • 1st Time Buyer
  • Buy to Let**
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity
  • Shared Ownership

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice
  • S32 Agreements
  • Money Purchase Group Pension Schemes

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Share Protection

Wealth Preservation

  • Inheritance Tax**
  • Trust Information**

Mortgages: Risk Warning: Your home may be repossessed if you do not keep up payments on your mortgage. Fee Statement, we normally charge a fee for mortgage advice, However this will depend on your circumstances, our typical fee is £595.00.

 

Equity Release: Risk Warning: Message from the Financial Conduct Authority, think carefully about this information before deciding whether you want to go ahead. If you are unsure about which equity release transaction is right for you, you should ask your adviser to make a recommendation: Fee Statement: Our fees and charges vary depending on the services we provide to you. We charge a fee of up to £1000 payable at the outset. Our typical fee is £750.00. An equity release product will reduce the value of your estate, will not be suitable for everyone and may affect your entitlement to state benefits. To understand the features and risks please ask for a personalised illustration.


Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it.  If you are in any doubt, seek independent advice.

 

Private Medical: Octagon Financial Services Limited acts as a credit broker not a lender.

 

Appointed Representative Statement, Octagon Financial Services Ltd is an Appointed Representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.

 

**Some of the products/services shown in this profile are not or may not be regulated by the Financial Conduct Authority.

FCA Authorisation

Firms must adhere to strict rules and regulations if they are to maintain their position on the FCA register.

 

Click on the link below in order to be directed to the FCA Registry list, from there you will be able to input the Firm's details, so you can see their FCA registered profile. 

 

FCA.org.uk

 

Octagon Financial Service's FCA Registration number is 571428.

Having trouble with all the Financial terminology?

Understanding all the Financial terminology can be difficult, thats why YourMoneyHub.co.uk have added definitions for every Financial Service mentioned above.

 

Use our Financial Dictionary page to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

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