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Decades of experience.

One common vision.

We have a team of experienced and independent chartered financial planners with over 150 years of combined experience.

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Richard Adams

Practice Director

Meet Richard >

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Andy Stephens

Chartered Financial Planner

Meet Andy >

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Louise Morgan

Paraplanner

Meet Louise >

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Rebecca McPeake

Client Support Manager 

Meet Rebecca >

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Luke Brown

Chartered Financial Planner

Meet Luke >

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Andy Marshall

Financial Planner & Paraplanner


Meet Andy >

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David Rogers

Client Support Manager

Meet David >

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Chloe White

Client Support Manager

Meet Chloe >

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Rod Albright

Chartered Financial Planner

Meet Rod >

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Mark Adams

Chartered Financial Planner & Paraplanner

Meet Mark >

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Jessica Wood

Client Relationship Manager

Meet Jessica >

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Nicola Jones

Client Support Manager 


Meet Nicola >

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Lorraine Trower

Client Support Manager

Meet Lorraine >

Get in touch

If you would like to get in touch with us to chat about your financial future, please use our contact form:

Privacy & Cookies

Fair Value Statement

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Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. The Financial Conduct Authority does not regulate estate planning or tax planning. 

Octagon Consultancy Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 230953. The Financial Ombudsman Service (FOS) is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the FOS, please go to  www.financial-ombudsman.org.uk to visit their website.

Octagon Consultancy Limited is an appointed representative of Best Practice IFA Group Limited registration number 223112 which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/firms/systems-reporting/register.

Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.

How to complain

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