Octagon Consultancy - Chartered Financial Planners
Financial Services • 
Bristol, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | 2 Hurle Road, Clifton, Bristol, BS8 2SY, GB |
| Phone number | +447787430 |
| Website | |
| NAICS | 52 |
| SIC | 751 |
| Keywords | Estate Planning, Retirement Planning, Succession Planning, Financial Planning, Tax Planning, School Fees Planning, Investment Planning, Cashflow Forecasting, Business And Personal Protection, Helping Entrepreneurs Plan For The Future |
| Employees | 11-20 |
| Socials |
Key Contact at Octagon Consultancy - Chartered Financial Planners
Richard Adams
Practice Director
Octagon Consultancy - Chartered Financial Planners Email Formats
Octagon Consultancy - Chartered Financial Planners uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@octagonconsultancy.co.uk), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@octagonconsultancy.co.uk | 71.4% |
{first initial}.{last name} | j.doe@octagonconsultancy.co.uk | 28.6% |
About Octagon Consultancy - 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.
Octagon Consultancy - Chartered Financial Planners revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
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Employees by Department
Octagon Consultancy - Chartered Financial Planners has 9 employees across 4 departments.
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Number of employees
Funding Data
Octagon Consultancy - Chartered Financial Planners has never raised funding before.
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