Getting to know you

RICHARD ADAMS

Practice Director

LUKE BROWN

Chartered Financial Planner

CREATE PEACE OF MIND

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

ROD ALRIGHT

Chartered Financial Planner

KATHY BEESLEY

Executive Assistant

TRACY BLAKE

Office Manager

ANDY STEPHENS

Financial Planner

HELEN SNELL

Implementation Manager

NICOLA MOLLER

Administrator

NICOLA JONES

Administrator

MARK ADAMS

Paraplanner

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 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.