Octave Financial Planning

Octave Financial Planning Limited is a trusted financial planning firm established in 2006, proudly serving both personal and corporate clients in the north-west of England. We stand out for our considered, professional approach to financial planning, offering a whole-of-market, unbiased service with no third-party investors or institutional ties.

Our Experienced Team

At Octave, we are fortunate to have a team of seasoned financial professionals led by Nigel Phipps, a highly experienced Chartered Financial Planner and Fellow of the Personal Finance Society. Our team is dedicated to understanding your individual needs, aspirations, and financial circumstances in order to tailor a comprehensive and personalized financial plan.

Our Services

We provide comprehensive financial advice across a wide range of areas, including:

• Investment Management: Optimize your investments to achieve your financial goals and risk tolerance.
• Retirement Planning: Secure your future with personalized plans for your private and public pensions.
• Inheritance Tax Planning: Minimize your tax burden and ensure your wealth is distributed according to your wishes.
• Personal and Family Protection: Arrange for vital protection against unexpected events like illness, disability, or loss of income.
• Business Protection: Ensure the continuity of your business in the event of adversity.

Client-Focused Approach

We prioritize transparency and open communication throughout the planning process. We take the time to establish your needs, goals, and concerns to create a financial plan that is tailored to your unique circumstances. We also recognize the importance of ongoing communication and review your plan regularly to ensure it remains effective over time.

Our Commitment

At Octave Financial Planning Limited, we believe in building strong, lasting relationships with our clients. We are committed to providing exceptional service, open communication, and personalized attention to every individual. We are regulated by the Financial Conduct Authority and adhere to the highest ethical standards.