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Getting to know you

RICHARD ADAMS

Practice Director

LUKE BROWN

Chartered Financial Planner

CREATE PEACE OF MIND

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Become an Octagon client and you draw on the support of the whole team. So we’d like to introduce ourselves here:

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ROD ALRIGHT

Chartered Financial Planner

TRACY BLAKE

Operations Manager

ANDY STEPHENS

Financial Planner

MARK ADAMS

Trainee Adviiser & Paraplanner

NICOLA JONES

Practice Administrator

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ANDY MARSHALL

Paraplanner

HELEN KERR

Implementation Manager

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DAVID ROGERS

Practice Administrator

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