Octagon Wealth Management
A message from the business principal: 

The great joy of financial freedom is feeling free from worry about life’s uncertainties, and our aim is to facilitate a more secure financial future for you. 

Many people have goals and dreams, we aim to help you plan toward achieving your aspirations and supporting you to build a brighter, more secure future for you and your family.

About us: 

Fairstone is a national wealth management house and one of the largest Chartered Financial Planning firms in the UK.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on TrustPilot.

Whatever your circumstances and your financial goals for now and the future, our advisers can help you to plan to ensure that you meet those aspirations.

The Fairstone Burscough office represents clients across the North West and further afield. Our team includes Chartered Financial Planners who can support your lifetime financial journey.

Meet the team: 
Chartered Financial Planner
Independent Financial Adviser
What our clients think of us: 
I contacted Rick by phone several years ago along with other FAs but i immediately liked his manner and tone.
My finances were in a bit of a mess and I hadn't really got a handle on what was where and what to do for the best. He was friendly and professional, helpful and informative from the outset and continues to be.
I didn't feel pushed into anything or 'sold to'. He listened to me before acting and where there were gaps in my understanding he filled them in patiently and thoroughly. Many times!
Any queries I have are always answered promptly and to my satisfaction, at any time. The growth of my funds has certainly exceeded all my expectations since Rick has been 'in charge' and I couldn't be happier. I trust Rick and the team at Octagon Wealth Management and would happily recommend him. He even makes a fuss of my dogs.

Happy Client

Get in touch: 
01704 898 570

What does this mean for you?

Your service won't change. The team remains the same and you can contact us through the usual channels.

Joining Fairstone will enable us to further support your financial objectives and provide you with a greater range of services.

View our full range of services