About Octo

Octo was the brain child of Lee Robertson, borne out of a conversation on his sofa with Andy Brown watching an underwhelming Star Wars film whilst eating an even less appealing Chinese. In truth the film sucked but the idea didn’t. What if we could find a way of reuniting an industry that’s grown apart? What if we could reignite networking? What if we could rekindle the passion and energy of real debate?

And so the Octo seed was sown. A private social network. A real community. Crowdsourcing of the very best knowledge. An app built by the industry for our industry. No product sell, no ads, no jargon and no bullshit. Just a safe space to connect, share and engage.

I want to understand the latest ideas in the world of financial planning and the best way to do that is to listen and understand about what others are doing.

James King, Adviser

As a fellow disruptor in the financial space – I have to take my hat off to what you are creating with Octomembers.

To create a community of this quality, in such a short space of time, on a kick-ass app, with a constant flow of genuinely valuable content – is not easy.

You should be proud of what you are doing and I hope that all the other members of the community are as excited as I am about the way you can disrupt the industry in 2019.

Damian Horner, Co-Founder and Chief Creative Officer of Real Vision.com

There are numerous issues facing the industry and by sharing ideas (not business sensitive) we can promote best practice and improve the standing of our industry and profession.

Andrew Herberts

Our values

  • INNOVATION.

    We’re here to shake up the status quo.

  • RESPECT.

    We treat our clients how we wish to be treated ourselves.

  • FAIRNESS.

    Our integrity has more value than money ever will.

Want to learn more? Contact us.

Get in Touch

Download the App

UK financial services professionals and those interacting in a professional capacity with financial services are invited to request to join this private community

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