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Octopus Investments, a leading provider of tax-efficient investment solutions, is proud to support SOLLA in setting the standard for financial planning expertise within the ever-growing later life market. Together, we are committed to helping those in later life navigate the increasingly complex financial planning landscape more effectively.
With more than £5 billion in assets under management, and over 50,000 investors, Octopus is one of the UK’s fastest-growing fund management companies. Working closely with financial advisers, Octopus creates investment solutions that combine expertise in smaller company investing with government approved tax reliefs to offer solutions that focus on capital growth, income generation or capital preservation.
If you are a financial adviser, please visit the financial adviser section of our website.
All data current as at July, 2015
Issued by Octopus Investments Limited which is authorised and regulated by the Financial Conduct Authority. Investor’s capital is at risk and they may not get back the full amount invested. Tax treatment depends on the individual circumstances of each investor and may be subject to change. Past performance is not a reliable indicator of future results and any forecast is not a reliable indicator of future performance. We do not offer investment or tax advice. We recommend investors seek professional advice before making any investment decisions.