Octagon Wealth Management

Octagon Wealth Management Overview

Founded 2006
Status Acquired/​Merged
Employees 3
Latest Deal Type Buyout/​LBO
Financing Rounds 1

Octagon Wealth Management General Information


Provider of pension and wealth management advisory services. The company's pension and wealth management advisory services enable individuals in Harpenden, United Kingdom to plan their finances in relation to investments, asset management, pensions and savings.

Contact Information

Formerly Known As
Pensions & Wealth Management Services Ltd., Pensions & Wealth Management Services
Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 65 High Street
  • Harpenden AL5 2SL
  • England, United Kingdom
+44 01582 000000
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Octagon Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Octagon Wealth Management Executive Team (2)

Name Title Board Seat Contact Info
Brian Brett Co-Founder, Consultant Advisor & Director
David Halsall Co-Founder & Director