Octagon Financial Services

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Description

  • Octagon Financial Services is a professional financial advice firm providing a wide range of protection, investment, retirement planning and mortgage services to private individuals and small businesses across the UK. Founded in January 2012, the firm has seven highly qualified professional advisers, all of which hold the most up-to-date qualifications from the Chartered Insurance Institute (CII) and the Institute of Financial Planning (IFP).Supporting Octagon behind the scenes is the UKs largest privately-owned financial adviser network, Personal Touch Financial Services; which provides long-term financial stability, exclusive access to some of the best financial products in the marketplace and award-winning technology for Octagons advisers and clients.Our philosophy is always to put the client first and to develop open and honest relationships built on integrity and trust. With hundreds of satisfied clients already enjoying the benefits of working with Octagons professional advisers, we continue to receive some excellent testimonials and referrals. Octagon Financial Services Ltd is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGEOur fees and charges vary depending on the services we provide to you. We charge a fee of £595.00 which is non-refundable and payable at the outset. We will also be paid commission from the lender
  • location

    Headquarters: , , Virginia, United States

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  • Octagon Financial Services phone

    Phone Number:

  • Octagon Financial Services website

    Website: https://www.octagonfs.co.uk

  • Octagon Financial Services employees

    Employees:11

  • Octagon Financial Services revenue

    Revenue:$1 - 10M

  • Octagon Financial Services legal name

    Legal Name:Octagon Financial Services

  • Octagon Financial Services's Social Media

    Octagon Financial Services linkedin Octagon Financial Services facebook Octagon Financial Services twitter
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  • |  NAICS Code: 523110  |

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Person level website identification

CEO for Octagon Financial Services

Phyllis Tiller

Managing Director And Chief Executive Officer

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View Employees

Adrian Hill

Director

Adrienne Kay

Marketing Manager

Robert Weedman

Wealth Manager

James Mcconnell

Manager Broker Services

Frequently Asked Questions regarding Octagon Financial Services

  • What is Octagon Financial Services's official website?

    Octagon Financial Services's official website is https://www.octagonfs.co.uk

  • What is Octagon Financial Services's Revenue?

    Octagon Financial Services's revenue is $1 - 10M

  • What is Octagon Financial Services's NAICS code?

    Octagon Financial Services's NAICS code is 523110

  • How many employees are working in Octagon Financial Services

    Octagon Financial Services has 11 employees

  • What is Octagon Financial Services's Industry?

    Octagon Financial Services is in the industry of Financial Services

  • Who is Octagon Financial Services's CEO?

    Octagon Financial Services's CEO is Phyllis Tiller

  • Who is Octagon Financial Services's Director?

    Octagon Financial Services's Director is Adrian Hill

  • Who is Octagon Financial Services's Marketing Manager?

    Octagon Financial Services's Marketing Manager is Adrienne Kay

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