Customised financial planning
Octo Financial Planning is a UK advisory business devoted to helping individuals and business clients with their financial planning needs. Our dedicated team of qualified financial planners have a combined experience of over 180 years, so you can be always assured of quality advice and first-class service from our advisers.
PENSIONS
The retirement you deserve
We aim to help people prepare for the retirement they want. We provide advice and select products to suit each clients’ own circumstances, needs and goals.
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INVESTMENTS
Total peace of mind
Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.
MORTGAGES
Getting you the right deal
Mortgages can be tricky to arrange and can involve a lot of paperwork. Our advisers are experts in researching and arranging mortgages for all sorts of people.
STRATEGIC FINANCIAL PLANNING
A strategy created just for you
Octo Financial Planning advisers aim to be the leaders in our field and provide comprehensive financial advice to individual clients. We pride ourselves on having an open and friendly relationship with our clients, and focus on the importance of financial planning, not just financial advice.
What We Do
FINANCIAL ADVICE
We have a long and successful history of guiding clients through all kinds of markets, helping you to grow your investments and ensuring you have the financial support you need wherever you are in your life-stage.
RETIREMENT PLANNING
Whether you’re considering starting your first pension or trying to choose the right retirement options, a financial adviser can help you make the most of your pension.
INVESTMENT PLANNING
Choosing the right investment solutions can be one of the most complicated things for investors to do. An Octo Financial planner can support you through this process.
REGULAR SAVINGS
Regular savings is a good way to start building a nest egg and get you into the saving habit. But you’ll need to be disciplined and commit to putting in a minimum amount each month.
MORTGAGES
With access to a huge range of providers and with unique deals available from time to time, we always aim to provide the best deal for all our clients.
PROTECTION INSURANCE
Protection insurance can provide the peace of mind that you and your loved ones will be looked after financially if you fall ill or are unable to work.