Andrew Stephens Dip PFS


Andrew has over 20 years’ experience in financial services, including several years at Standard Life and Sun Life. In 2003 he joined Transact as a Business Development Manager and he enjoyed 12 successful years as the company grew to be one of the largest platforms in the UK. Andrew has been advising for over three years and joined Octagon in 2017; an easydecision as he knew many of the team from his time at Transact.
Outside of work Andrew enjoys walking his Border Terrier “Ted”, and playing golf when the weather permits. He has been a lifelong Bristol City fan, and along with his father they immensely enjoy being season ticket holders even when things are not going quite so well on the pitch….






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