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Memories are what matter.
We help you to create them.
Octagon Consultancy is an Independent, Chartered Financial Planning Firm based in Bristol that has specialised in Lifestyle Financial planning since 2002.
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23+ Years
in business as financial planners.
100+ Families
helped over the many years of service.
Chartered
Our commitment to being the best we can be.
Our types of people.
Financial Planning is important for everyone, no matter their situation. However, we tend to work best with the following types of clients:
1.
Business Leaders
We work with Business Owners and Entrepreneurs who are passionate about their work and seek financial freedom.
2.
Ambitious Professionals
Those looking to maximise their executive careers to ensure they have their future under control, and they can get off the treadmill.
3.
Retirees
Pre- and Post-Retirees who have worked hard over their lives and are looking for certainty of future lifestyle and looking to remove the worry over the future.
What does a proper financial plan look like?
People are complex, but we believe that their plans should be simple. If there is no need to overcomplicate things, then we shouldn't, and a good financial plan consists of a very simple methodology:
This is simple, clear planning.
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Build a plan for retirement
Whatever it is that you're looking to do when you stop work, make a plan for getting there and know how much you need to afford it.
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Invest wisely & efficiently
Align your wealth with your plans and invest in a way that makes your money work as hard as you do, everyday.
We know that thinking about your future can make you feel anxious and uncertain. We're here to help you build a clear financial plan to alight these worries.
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Have a plan for your taxes
Know how much you should be paying, how to make the most of allowances, and understand how you may be able to save tax.
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Support your family
Put protections and plans in place to protect you, your family and your business from any unexpected shocks or surprises.
Our financial planning process.
This is not a tick-box process or a transaction. It's a long-term relationship and journey towards the things you've always wanted.
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1. We Discover
First, we engage with you to discover and focus on your aspirations & financial goals.
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2.We Build
Next, we organise, analyse and develop a tailored financial plan to meet your needs.
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3. We Implement
Finally, we implement and adapt plans, providing ongoing support and guidance to ensure you stay on track.
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CHARTERED FINANCIAL PLANNERS
Our commitment to excellence.
We are Chartered Financial Planners, which means that our team have some of the most respected and highly prestigious qualifications in the UK.
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