About Octo

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

Mikkel Bates

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

Distribution is changing. Move with the times or be left behind!

Simon Weldon, Adviser

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

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