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

Office Manager

ANDY STEPHENS

Financial Planner

MARK ADAMS

Paraplanner

NICOLA MOLLER

Administrator

NICOLA JONES

Administrator

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HELEN KERR

Implementation Manager

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DAVID ROGERS

Administrator

ANDY MARSHALL

Paraplanner

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 an appointed representative of the Best Practice IFA Group Limited which is authorised and regulated directly by the Financial Conduct Authority (FCA) 230593

Octagon Consultancy Ltd (FRN 230953) is an appointed representative of the Best Practice IFA Group Limited which is authorised and regulated directly by the Financial Conduct Authority  . Registered Address: Woodlands Grange, Woodlands Lane, Bradley Stoke, Bristol BS32 4JY. Registered in England No. 07787430.

PRIVACY & COOKIE POLICY