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150 years of


in Financial Planning


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…



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.



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.



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

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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 

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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.

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Rod Albright

Chartered Financial Planner

 BA Hons in Politics, APFS –

Chartered Financial Planner

About Us

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

Operations 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


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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

Practice Administrator

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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

Practice 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

Trainee Adviser & Paraplanner


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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

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Andy Marshall


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 Kerr

Implementation Manager

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