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Getting to know you

RICHARD ADAMS

Practice Director

LUKE BROWN

Chartered Financial Planner

CREATE PEACE OF MIND

Become an Octagon client and you draw on the support of the whole team. So we’d like to introduce ourselves here:

ROD ALRIGHT

Chartered Financial Planner

TRACY BLAKE

Operations Manager

ANDY STEPHENS

Financial Planner

MARK ADAMS

Trainee Adviiser & Paraplanner

NICOLA JONES

Practice Administrator

ANDY MARSHALL

Paraplanner

HELEN KERR

Implementation Manager

DAVID ROGERS

Practice Administrator

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