2 Hurle Road, Bristol, Avon, BS8 2SYMake an enquiry
Octagon is a Chartered Financial Planning practice based in Bristol, we have five financial planners who help indivduals and business owners plan for their future.
Collectively we have over 125 years experience dealing with all aspects of financial planning, which includes answering questions such as -
- How much do I need to retire in 5 years…?
- What do I need to sell my business for…?
- What if I live to be 100?
- Can I afford to make a gift to my children?
- What return do I need to achieve X?
- Will my family/business be looked after if disaster strikes?
- How do I best extract profit from my business?
And while we pride ourselves on our knowledge we know the key to good advice is not just understanding our client's money but understanding them, what they love, what they worry about and being approachable, so they feel that they don’t have just an adviser but a trusted friend.
At Octagon not only do we help you with the techincal aspects of your finances such as tax and investing we help you plan.
A financial plan will set goals for you and your family, considering short term needs and longer-term goals such as when you want to retire and on how much and what would you like to do when you retire.
Inevitably all plans have to adapt and change, and we will review these plans regularly to make sure they adapt with you to stay on track to meet your goals.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.