Business Details
Your Trusted Partner for Financial Planning Solutions
Octagon Consultancy is a Chartered financial planning firm dedicated to helping clients navigate their financial journeys with confidence. With over 150 years of combined experience, our team of experts specialises in creating bespoke financial strategies tailored to individual aspirations, business goals, and family responsibilities. We prioritise understanding our clients' unique circumstances, challenges, and dreams to deliver personalised solutions that align with their values. Our eight-step approach ensures comprehensive planning, from retirement and investment management to tax efficiency and estate planning. As an appointed representative of Best Practice IFA Group Limited, regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and ethical practice.Our collaborative process involves clients, specialists, and advisors to build resilient financial roadmaps. We serve executives, business owners, and entrepreneurs, offering clarity and control over their financial futures. Our commitment to generosity with time and empathetic guidance sets us apart in the industry. By challenging conventional thinking, we help clients unlock opportunities and achieve long-term security. Our mission is to transform financial planning into a journey of empowerment, ensuring clients feel confident and informed at every stage.
Services
Retirement Planning
Business Succession
Investment Management
Tax Efficient Planning
Estate Planning
Pension Review
Risk Assessment
Wealth Protection
Highlights and features
- We combine 150+ years of collective experience in financial planning with a client-first approach.
- Our eight-step methodology creates bespoke strategies tailored to individual life goals.
- Chartered status demonstrates our commitment to professional excellence and ethical standards.
- We prioritise empathetic, time-invested consultations to fully understand client circumstances.
- Collaborative planning integrates tax efficiency, investment growth, and legacy protection.
Associations and certifications
- Chartered Institute of Financial Planners
- Financial Conduct Authority (FCA)
What people say
Personalised strategies
Deep industry knowledge
Proactive communication
Holistic planning
Empathetic guidance
Services
Retirement Planning
Our retirement planning service helps clients determine financial requirements for post-work life. We analyse current assets, desired lifestyle, and risk tolerance to create sustainable income strategies. By integrating tax-efficient withdrawals and investment growth, we ensure clients maintain financial independence while achieving personal goals.
Business Succession
Specialising in business owner transitions, we develop succession plans that protect both commercial and personal wealth. Our approach addresses valuation, tax implications, and family provision to ensure smooth ownership transfers while maintaining operational continuity and financial security for stakeholders.
Investment Management
We construct diversified investment portfolios aligned with clients' risk profiles and financial objectives. Through regular reviews and market analysis, we optimise asset allocation to balance growth potential with capital preservation, ensuring investments support long-term life goals.
Tax Efficient Planning
Our tax planning service identifies legitimate opportunities to minimise liabilities across personal and business finances. By leveraging allowances, trusts, and strategic gifting, we help clients retain more wealth while maintaining compliance with evolving regulatory requirements.
Estate Planning
We design comprehensive estate plans to facilitate smooth asset transfer to beneficiaries. Through wills, trusts, and inheritance tax mitigation strategies, we ensure clients' wishes are honoured while protecting loved ones from unnecessary financial burdens.
People
Richard Adams
Practice Director
With a geography background and 20+ years in financial services, Richard leads our strategic planning team. His adventurous spirit informs a proactive approach to client challenges, focusing on collaborative solutions that align with long-term objectives.
Luke Brown
Chartered Financial Planner
Specialising in executive financial planning, Luke combines physiological insights with advanced financial qualifications. He helps high-earning professionals balance career demands with personal wealth accumulation through tailored investment and retirement strategies.
Rod Albright
Chartered Financial Planner
With political science expertise, Rod specialises in navigating complex regulatory environments for business owners. His patient, analytical approach helps entrepreneurs optimise corporate and personal finances while planning for succession.
Tracy Blake
Operations Manager
Overseeing daily operations, Tracy ensures seamless service delivery across client portfolios. Her focus on process efficiency and client communication maintains the high standards required for our bespoke financial planning services.
Andy Marshall
Paraplanner
Supporting our advisory team, Andy provides detailed research and documentation for client strategies. His meticulous approach ensures compliance with regulatory requirements while maintaining the personal touch essential to our service ethos.
Questions
What financial planning services do you offer?
We specialise in retirement planning, business succession, investment management, tax efficiency, and estate planning tailored to individual circumstances.
How do you differ from other financial advisers?
Our eight-step approach combines 150+ years of collective experience with Chartered standards, focusing on understanding clients' complete financial picture and life goals.
What is your financial planning process?
We begin with a discovery meeting to understand your aspirations, followed by strategy development, implementation, and regular reviews to adapt to changing circumstances.
How are your fees structured?
We provide transparent fee structures during initial consultations, with options for fixed fees or percentage-based charges depending on service complexity.
Which areas do you serve?
While based in Bristol, we work with clients across the UK through face-to-face meetings, virtual consultations, and ongoing remote portfolio management.
Reviews (2)
Adam Wells
Jan 06, 2021
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I can't recommend Octagon highly enough! I've been dealing with Andy, Rod and the rest of the team for a number of years.
Luke Sartain
Dec 03, 2015
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Fantastic firm of financial advisors, they really have been very thorough and reliable when it comes to providing advice for my business.
