Helping you reach your goals


It’s likely you’re a time pressed successful executive, business owner or entrepreneur. And like us, you’ll have a passion for what you do that goes way beyond profit margins.   You’ll know full well that business - and life – can change overnight. Which is why you created the plan that set you on the road to success.

But you may not have got round to applying that same planning discipline to your personal finances. 

With so much information around it is easy to get confused and feel ill equipped to face your future and there is a danger of missing out. Missing out on important legislative changes, tax breaks and investment returns. 

So you’re probably asking yourself a few questions just now:


How do I make sure my business and assets are structured so that I can extract and maximize the value? 


How do I keep my family financially secure whatever happens in the future? 


What do I have to do to live the life I want post-business? 


How can I step back from the day to day? Or maybe pass the business on to a family member? 


If you recognise yourself here, rest assured you’re not alone. Life is an adventure but for it to be a successful one - where the journey is exciting and the destination everything you hoped for - you need a bespoke financial itinerary. 


And that’s where we come in. We want to help provide you with clarity, understanding and to feel in control

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.