150 years of
COMBINED EXPERIENCE
in Financial Planning
GREAT PLANNING TRANSFORMS LIVES
A little controversially for a finance business, we think money is pointless on its own. It’s the freedom it buys that matters. Freedom to design your own journey, carve your own path, reach your own goals.
Set off on that expedition with Octagon and you’ll have a team on your side that doesn’t always behave as you might expect financial planners to behave…
CURIOSITY
For starters, we’re inquisitive. We want to find out about you - what your circumstances are and what commitments you have, of course, but also what excites you about life, and what your dreams and aspirations look like. Once we completely understand your objectives and your values, we do something else a little differently - we challenge you to think anew about the ideal route ahead.
GENEROSITY
You’ll know from your own working week that time is the most precious thing we can give each other. At Octagon, it’s in our DNA to be generous with our time - with our clients, with our community and with each other. Taking our time with you means we can go beyond the obvious, building strength and exposing pitfalls so we can map the way ahead accordingly.
EMPATHY
Together our team has over 150 years’ experience in financial planning. Between us we have seen clients take many different paths to fulfilling lives. Even the most successful have experienced their share of personal challenges. We’ll draw on this experience to support you and help you navigate whatever stands in your way.
This is a collaborative process - you, us, other appropriate experts and professional advisers - which we coordinate. No-one achieves the pinnacle of anything without a close-knit backup team working together.
Meet The Team
Richard is full of adventurous spirit and fills much of his spare time walking in and skiing in the mountains and undertaking long distance bike rides.
Colleagues describe Richard as: Inclusive, driven and generous
Richard's to-do-list: Explore the mountains of New Zealand
Richard Adams
Practice Director
BA Hons in Geography & Dip PFS
Much of Luke’s free time is spent with his wife & young family. He loves nothing more than spending time outdoors with them, particularly on Dartmoor.
Colleagues describe Luke as: Incisive, affable and curious
Luke's to-do-list: Run Offa’s Dyke Path
Luke Brown
Chartered Financial Planner
BA Hons in Physiology, APFS –
Chartered Financial Planner
Rod likes to relax enjoying a pub quiz with his friends. He also has a keen interest in music and can often be found riding his bike for the weekend.
Colleagues describe Rod as: Patient, intelligent and devoted
Rod's to-do-list: Watch England win an Ashes series in Australia.
Rod Albright
Chartered Financial Planner
BA Hons in Politics, APFS –
Chartered Financial Planner
Tracy spends much of her time supporting her daughter’s competitive swimming around the UK and can regularly be found taking a break in the Spanish sunshine.
Colleagues describe Tracy as: Supportive, focused and honest
Tracy's to-do-list: A long, fun retirement
Tracy Blake
Office Manager
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….
Colleagues describe Andy as: Enthusiastic friendly and inquisitive
Andy's to-do-list: Play golf at every British Open Course
Andy Stephens
Financial Planner
Dip PFS
Nicola enjoys spending time in her caravan, travelling around the UK for breaks with her family.
Colleagues describe Nicola as: Obliging, approachable and cheerful
Nicola's to-do-list: Travel the world
Nicola Jones
Administrator
David loves working out and spending time with his family.
Colleagues describe David as: Reliable, happy and funny
David's to-do-list: Walk my daughter down the aisle
David Rogers
Administrator
Nicola is a keen gardener and loves to visit the English countryside, particularly Cornwall.
Colleagues describe Nicola as: Quiet, independent and determined
Nicola's to-do-list: Get a dog!
Nicola Moller
Administrator
Mark loves spending time with his two young children, together with being an excellent skier.
Colleagues describe Mark as: Calm, flexible and supportive
Mark's to-do-list: Volunteering at an Elephant Rescue Centre in Thailand with my family
Mark Adams
Paraplanner
Dip PFS
Andy has a lifelong passion for singing being a member of the Bristol Cathedral Choir. Andy’s singing has taken him around the world and he has even sung for the Pope & Queen!
Colleagues describe Andy as: Meticulous, determined and courteous
Andy's to-do-list: Attend Masters in Augusta
Andy Marshall
Paraplanner
Helen enjoys travelling, having travelled to Australia, New Zealand, Thailand, Indonesia & Amsterdam – her favourite city in the world!
Colleagues describe Helen as: Friendly, confident and creative
Helen's to-do-list: To live an adventurous life!
Helen Snell
Implementation Manager
OUR NEWSLETTERS
Octagon Consultancy Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
We aim to partner with you for life, building a trusted relationship to help you achieve your ambitions and feel comfortable that you are in safe hands.
Our clients are always the focus of what we do at Octagon and we strive to deliver an excellent service at all times.
However, we recognise that there are times that clients may have cause to make a complaint.
We are committed to dealing with complaints fairly and in accordance with the FCA’s complaints handling rules and guidance.
If our clients are not satisfied with the outcome of their complaint they will have the right to refer it, free of charge, to the Financial Ombudsman Service at, Exchange Tower, London, E14 9SR or by going to their website
www.financial-ombudsman.org.uk