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Octagon is a firm of professional financial planning consultants based in Clifton, Bristol.
Whether you are looking for personal or business advice your Octagon consultant is able to draw upon the relevant expertise to meet your needs. While each client has a personal point of contact, we review all plans and proposals with other members of Octagon. As a team we already know how much we can benefit from each others’ experience. This is why we believe in being ‘Structured for Strength’.
Financial planning has become increasingly complex and sophisticated but with the expertise our team can offer, solutions can be found to suit clients’ needs in almost every circumstance. We have specialists who keep abreast of changes in legislation and market developments. This means we can provide the highest standards of advice for you and your business in an efficient and concise manner.
Click on the following links to view our Company Brochure and Service Charter:
Octagon Consultancy Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.
Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The FSA do not regulate some forms of mortgages.
The information and content of this site is intended for UK consumers only, and is subject to the UK regulatory regime.
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