• luke@octagon


Updated: Mar 31

“By failing to prepare, you are preparing to fail” – Benjamin Franklin

People often ask us what we do, and it is always a challenge to answer as our role as an expert guide is multi-faceted.

What I do know is what drives us, and that is to help people to deliver the best life they can with the money they have. The best way to do this is to help our clients plan, as this equips them to face the future in control.

Planning really can change our clients’ lives, and as part of their journey we can help inspire ideas, create confidence and give people the knowledge and support they need to live life happier and free from worry.

When we first meet clients, it is very common to see people who are "frozen" or simply going through the motions with no clear direction.

They may be successful businesses owners or executives who are stuck on the treadmill - can they or can't they give up?

  • Entrepreneurs who have sold up and are scared of taking the next step, or

  • Budding entrepreneurs who have given up highly paid jobs with wide ranging benefits to forge ahead on their own.

All have their unique problems and concerns.

We help people to focus on what they want out of life and then organise their personal financial affairs to deliver this future. As part of the process we bring action and accountability to people’s lives. By doing this we can make great things happen and most importantly they can focus on what is important to them.

Our new Blog will start to provide some more information as to how we help, what we think and what we believe - read it, share it, like it.

This article does not constitute advice. Anyone considering any form of financial planning should seek independent financial advice. Octagon Consultancy Limited is authorised and regulated by the Financial Conduct Authority (FCA). You should note that the FCA does not regulate tax advice. Past performance is not indicative of future results. The value of your investment may go down as well as up


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.