Octagon Consultancy

Independent Financial Adviser 2 Hurle Road, Bristol, Avon, BS8 2SY
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th June 2019
We help clients understand their finances, to then plan and take the steps to meet their goals.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Richard Adams DipPFS
Financial Planner
Rod Albright AFPC
Financial Planner
Accreditations
Chartered Financial Planner
Luke Brown AFPC
Financial Planner
Accreditations
Chartered Financial Planner
Andrew Stephens DipPFS
Financial Planner
Adrian Wilkins AFPS
Financial Planner
Where to find us

2 Hurle Road, Bristol, Avon, BS8 2SY

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Octagon Consultancy Ltd is authorised and regulated by the Financial Conduct Authority. FCA Number 563059

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