FACE THE FUTURE WITH CONFIDENCE

Your financial journey is one of life’s most important. It makes all other destinations possible. We believe no-one should set off on such a major expedition without an experienced and enthusiastic guide.

Ask any explorer and they’ll tell you the most important stage is planning. That’s why we take time to sit down with you and find out about your aspirations, your business, your family responsibilities... What do you want to achieve? What other journeys need to be taken into account? What are the practical reasons for making decisions? What are the emotional ones?

Join the Octagon Expedition

A FINANCIAL JOURNEY TOGETHER

Introducing our Financial Expedition Service

 

ENGAGE

We meet to explain our approach and find out if there is enough common ground to work together.

THE ANSWER TO YOUR QUESTIONS

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When can I retire?
 
How much is enough?
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Where do I invest to support my future?
How do I use the capital in my
business tax efficiently to fund my future?
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Can I afford to support my children financially? Will it dilute their aspirations?
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I have got several pension plans. What will they give me in retirement?
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How do I pass more of my money onto my loved ones and save tax?
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What do I have to sell my business for and how do I make sure my family has enough if I die? 
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I've managed my own investments but I'm not sure if I'm making the right decisions?

We really appreciate how much time and energy it takes to build material success.

Our job is to help you achieve your dreams in all aspects of your life. The Octagon eight-step approach allows us to create a bespoke financial route (we don’t do off the shelf), designed to free up time and ensure you get to wherever you want to be.

Face the future with confidence, and  start planning today.

Contact us at advice@octagonconsultancy.co.uk 

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WHAT OUR CLIENTS SAY

“Having grown our business from scratch it became vital to look at succession planning for the business.

 

Our previous adviser couldn’t fully understand the significance of this to us but following meetings with Octagon it became obvious that they were different.

 

  They helped me understand my options and how my personal wealth and business wealth were linked and what I needed to do to ensure financial independence and the future that we wanted for myself and my family.

 

They focused on ensuring full understanding of both our objectives and emotions relating to this task, together with the hard plan of action required to achieve the outcome, being kept fully informed at all times which proved invaluable.” 

—  Martin Talbot

Contact Us to begin your Financial Journey!

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Octagon Consultancy Ltd is authorised and regulated directly by the Financial Conduct Authority (FCA) 563059

Octagon Consultancy Ltd (FRN 563059) is authorised and regulated by the Financial Conduct Authority. Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.