About Octo

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

To get more of an insight into the thoughts and deeds of my peers rather than being subjected to the posturings of the wider media

Colin Chalker

Keep up-to-date with news and views.

Rory Percival

Our values

  • INNOVATION

    We’re here to shake up the status quo.

  • RESPECT

    We treat our members and supporting partners in the way we would wish to be treated ourselves. Our rarely enforced Code of Conduct ensures this to be so.

  • FAIRNESS

    Our integrity has more value than money ever will.

Want to learn more? Contact us.

Get in Touch

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