Octagon Consultancy Ltd - Chartered Financial Planners

Octagon Consultancy is a firm of Chartered Financial Planners, based in Clifton, Bristol. A little controversially for a finance business, we think money is pointless on its own. It’s the freedom it buys that matters. Freedom to design your own journey, carve your own path, reach your own goals. Join the Octagon Expedition - A FINANCIAL JOURNEY TOGETHER It’s likely you’re a business owner or entrepreneur. And like us, you’ll have a passion for what you do that goes way beyond profit margins. Your financial journey is one of life’s most important. It makes all other destinations possible. We believe no-one should set off on such a major expedition without an experienced and enthusiastic guide. Ask any explorer and they’ll tell you the most important stage is planning. That’s why we take time to sit down with you and find out about your aspirations, your business, your family responsibilities... What do you want to achieve? What other journeys need to be taken into account? What are the practical reasons for making decisions? What are the emotional ones? We really appreciate how much time and energy it takes to build material success. Our job is to help you achieve your dreams in all aspects of your life. The Octagon eight-step approach (see www.octagonconsultancy.co.uk) allows us to create a bespoke financial route (we don’t do off the shelf), designed to free up time and ensure you get to wherever you want to be.