The journey starts here

INTRODUCING OUR

As the saying goes, a journey of a thousand miles begins with a single step. But to properly navigate a path that takes a 360 degree perspective on your individual life and ambitions, it actually takes eight:

1. ENGAGE

We meet to explain our approach and find out if there is enough common ground to work together.

2. DISCOVERY

We listen to truly appreciate where you want to go, learning about your values, aspirations, hopes and fears for you and your family.

3. FOCUS 

We work with you to quantify and set detailed goals for you and your loved ones throughout life.

4. ORGANISE

We make sure you are thoroughly prepared to move forward.

5. ANALYSE

We look at the facts and figures to create a comprehensive visual picture of your financial life now and thoroughly explore its future potential.

6. PLAN

We clarify and simplify the steps you need to take and when you need to take them in order to reach your goals, building in flexibility in case circumstances change.

7. IMPLEMENT

The expedition begins!

8. ADAPT

We will guide you all the way, adapting your plan to the conditions and enjoying every new summit you reach.

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.