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Octagon was established in 2003 by Richard Adams and a number of associate advisers who had been working together for several years. This brought together a privately owned team of independent financial planners, investment managers & employee benefits consultants.
Between us we have over 70 years of experience within the financial planning industry and a long list of qualifications to match. Having worked together for many years we pride ourselves most on our ability to sustain close working relationships with all of our clients.
Whether you are an individual, a charity or a company our aim is to get to know you personally so that we can give you the best financial advice possible. By discovering your objectives we can then guide you along the path to achieving them.
We have formed a number of close links with complimentary organisations and this enables us to offer a truly rounded, independent financial planning service, linked where necessary to your existing professional advisers.
We are totally independent and able to look at the products and services of all financial institutions before we pick the right ones for you. We are committed to maintaining the highest standards and offer a comprehensive range of advice for you or your business.
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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