Octagon Consultancy

Who We Are

At Octagon Consultancy Ltd, we're a Chartered firm of financial planners, dedicated to helping our clients achieve their financial goals and fulfilling their aspirations. With over 150 years of combined experience in financial planning, our team is passionate about empowering individuals and families to take control of their financial futures. We believe that financial planning is not just about numbers and spreadsheets, but about understanding what matters most to each of our clients and helping them achieve their goals.

Our Services

Our financial expedition service is designed to take the complexity out of financial planning, carefully guiding you through the process of achieving your financial goals. We understand that everyone's journey is unique, and that's why we take the time to sit down with you and understand your aspirations, business, family responsibilities, and practical and emotional considerations. We'll help you build a bespoke financial plan that's tailored to your individual needs and objectives.

How We Work

At Octagon, we take a holistic approach to financial planning, recognizing that each client is on a unique journey. We believe that effective financial planning is built on a foundation of collaboration, trust, and open communication. Our process is designed to empower you, providing clarity and confidence throughout your financial journey.

Our Approach

We begin by engaging with you, understanding your aspirations, business, and family responsibilities. We then use our expertise to help you clarify your financial goals, taking into account your practical and emotional considerations. Our team will review your existing financial situation, identifying opportunities for improvement and providing guidance on the best ways to achieve your goals.

What We Offer

Customized financial planning: Our financial expedition service is designed to help you achieve your goals, taking into account your unique circumstances, aspirations, and values.

Proactive planning: We'll work with you to anticipate and prepare for the unexpected, ensuring that you're well-prepared for any eventuality.

Collaborative approach: We believe that effective financial planning is a team effort. We work closely with our clients and other experts to ensure that you're getting the best possible advice and support.

Expertise: With over 150 years of combined experience in financial planning, our team has seen it all. We're here to provide guidance, support, and expertise every step of the way.

Personalized service: We understand that every client is unique, and that's why we offer personalized service tailored to your individual needs and goals.

Meet Our Team

Richard is the driving force behind Octagon Consultancy Ltd. With a background in financial planning, Richard is passionate about empowering individuals and families to take control of their financial futures. When he's not working, Richard can be found walking in the mountains or skiing the slopes.