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

Views on what’s going to make a difference in the months and years to come.

Clive Waller, Research Consultancy

Sharing knowledge, best practice and ideas with those who know the industry and what they’re talking about

Mikkel Bates

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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