“Having grown our business from scratch it became vital to look at succession planning for the business. Our previous adviser couldn’t fully understand the significance of this to us but following meetings with Octagon it became obvious that they were different.  They helped me understand my options and how my personal wealth and business wealth were linked and what I needed to do to ensure financial independence and the future that we wanted for myself and my family. They focused on ensuring full understanding of both our objectives and emotions relating to this task, together with the hard plan of action required to achieve the outcome, being kept fully informed at all times which proved invaluable.” 


Martin Talbot 

“Having worked in a high pressured corporate life with a jumbled mixture of historic schemes and plans, with no overriding view of the future, Octagon helped me identify how to visualise and plan the future I wanted, thereby allowing me to go into my next venture with increased vigour and confidence, knowing I was in good shape for the future.” 

 

Rick Sturge

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.