Octagon Wealth Management join Fairstone: Serving clients across Southport for over Nine years.
Burscough-based Octagon Wealth Management built on its strong partnership with Fairstone by fully integrating with the group in 2019. Led by firm principals Jon Routledge and Rick Hollington, the team had spent over nine years delivering tailored financial advice.
They saw this next step as an opportunity to take full advantage of Fairstone’s compliance and regulatory support, allowing them to focus even more on their clients amidst an increasingly complex financial landscape. By joining Fairstone, they gained access to a wider range of expertise and resources, strengthening the service they provide while maintaining their independent approach.
