Octo Members is the very first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices.
Become an Octo Member
Together we’re creating the largest, most comprehensive community-generated collection of ideas, experiences and world-class content created exclusively by and for our members.
Save precious time by accessing some of the profession's best content and thought leadership in one place.
Address the real issues affecting you and your clients within a safe and secure private network. Join thousands of members in supportive, engaging information and debate. No fake identities, nicknames or bad behaviour. A network of professionals.
Hundreds of hours of accredited CPD available by video, podcast and article.
User Generated Content. It’s time for you to lead the debate.
Christine Lagarde, Joseph Stiglitz and Howard Davies to name but a few of the many economics and business contributors we showcase daily on the app.
Advice, asset allocation, economics, investments, practice management, personal development, behavioural insights, marketing and regulation, all in one place. We are already supported by over fifty progressive firms who are firmly committed to the future of advice.
We’ll be providing Octo’s take on things through our own multi-award winning contributors, who include John Lappin and Sam Shaw.
UK financial services professionals and those interacting in a professional capacity with financial services are invited to request to join this private community
Definitely one of the coolest experiences I've had in a long while. Great chat with @octomembers, led by @leerobertson64, about all things behavioral advice. https://t.co/0XHFC8nO5e
— Brian Portnoy (@brianportnoy) May 6, 2020
Our presentation @leerobertson64 @AlanJLSmith on the Consumer Duty (from an advisers lens) is over an hour long. It's worth watching the whole thing it puts % charging into a narrative driving change.
Pop over to @octomembers and take a look.
— Richard C. Bishop (@richardcbishop) November 14, 2022
I am honoured to have attended @octomembers Lockdown Brand Experiment for @MurphyWealth this evening, bringing communication and collaboration to life in the very best way. Octo’s reach & impact is outstanding in our profession! If you haven’t yet joined, do it! #brand #marketing pic.twitter.com/94EWsNt7O3
— Fiona Frew (@Fiona_Frew) November 11, 2020
Amazing to see 2,500 members now in the @octomembers world. It's one of the most valuable and rewarding networks I'm a member of. Congratulations to the whole team. 🙂 https://t.co/rVAN4MCwJH
— Neil Bage (@neilbage) November 24, 2020
Cracking speaking with one of the U.K.s financial planning greats this morning! 🙌
Thanks for having me on @leerobertson64 @octomembers 👍 https://t.co/yuje4DIEXr
— Dan Martin (@dantalksmoney) January 25, 2021
It’s that time of the week so I’m going to once again send out a big #ff to @octomembers. Check out the app for #financialservices content, ideas or just to connect with other professionals.
— Justin Onuekwusi (@JustinOnuekwusi) February 22, 2019
The first story has been submitted by a supporting financial planner to firstname.lastname@example.org in response to the call to action by @AlanJLSmith for written examples of financial planners helping their clients. More details can be found here https://t.co/QulOWyUueo #fpstories pic.twitter.com/DlCfbsy69G
— @octomembers (@octomembers) October 26, 2020
Can’t believe I missed that! @leerobertson64 will you post a recording? Thanks
— Adrian Murphy (@AdrianMurphyCEO) October 29, 2020
Can I suggest that @octomembers would be the ideal forum to facilitate sharing of ideas and best practice.
I’m sure @leerobertson64 could organise some workshops – video and IRL.
What do you say Lee?
— Alan Smith (@AlanJLSmith) November 14, 2022
What an incredible milestone! A lovely community and one that really stepped up and offered me support this year 🙌 https://t.co/a7cqlQ9gLF
— Kathryn Knowles (@Kathryn_Cura) November 24, 2020