About Octo

Octo Members is the UK’s leading community of financial services professionals, with 4,200+ members all seeking to share and learn from each other to drive the evolution of our collective knowledge, leading to better client outcomes.

Octo was deliberately conceived as an all-inclusive free community with the aim of fostering learning and peer-group support. Its vision and mission are to:

  • Enable members to connect, share, and engage in a safe and supportive online environment.
  • Foster learning, debate, and understanding, leading to better outcomes.
  • Enable members to interact as a community.
  • Curate, aggregate, and create actionable thought-leadership content that generates debate.
  • Showcase great people, ideas, insight, and events.

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

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

Simon Weldon, Adviser

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

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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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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