Working with Fairstone - Jonathan Routledge

Jonathan Routledge is an independent financial adviser based in Burscough, Lancashire.

Jonathan is a business principal at Octagon Wealth Management which he co-founded with Rick Hollington in 2010.

Octagon Wealth Management is almost two years into its integration period with Fairstone, having signed up to the downstream buy out (DBO) process in July 2016.

Here, Jon offers his perspective on the Fairstone proposition and how it has worked for him and his business.

Our business strategy as young business owners is a 20 year plan, but we’ve already started that process. I think too many people get to the point of retirement and just hope that something is going to happen. Whereas from our perspective, it’s got to be something that you start thinking about very early and I think you need to take you clients along with you on that journey.

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