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November Insight - A View From The Summit

Welcome to our November edition of A View from the Summit. We hope you are all keeping safe and well in these challenging times.

As the year is moving towards Christmas, we find ourselves contemplating both every day and forthcoming Christmas expenditure. We have given thought on how best to think about expenditure and the ways to avoid the pitfalls of unnecessary spending.

Whatever your source of income, whether it be salary, pensions or investments mapping out a spending plan which details the breakdown between essential and fun items, will help you stay in control during these uncertain times.

The link at the bottom of the page will take you through to our article “How to get our expenditure under control.”

As we have done in recent months, we continue to introduce members of the Octagon Team by asking them a few questions. This month it is Kathy Beesley and Mark Adams.

Kathy has been Executive Assistant for practice director Richard for four years and manages not only the intricacies of his role as Director of the Company but also runs the intersections between work, family, social obligations, and more!

Favourite Meal – Indian

Favourite Holiday Destination – Italy

4 Dream Dinner Guests – Simon Schama, Barack Obama, Henry VIII, Mo Mowlam

Mark has been at Octagon for eight years and is a trainee adviser. Mark prepares suitability reports for the advisers and prepares much of the fund analysis and research for the investments we use. If you have had a report from Octagon, there is a good chance Mark will have been involved. As Mark progresses in his role, he will join advisers for meeting and then begin to deal with clients directly.

Favourite Meal – Fajitas

Favourite Holiday Destination – Croyde

4 Dream Dinner Guests: Dame Judi Dench, John Cleese, Owen Farrell, Bill Beaumont

As always if you know anyone who may benefit from speaking someone about their finances, please let us know as we would be more than happy to help.

We hope you enjoy the read.

Best Wishes

The Octagon Team

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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.