The Octo Team

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

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

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

Clive Waller, Research Consultancy
Our Team.
Lee Robertson
CEO and Founder

Multi award-winning wealth manager and self-confessed Scottish Presbyterian workaholic. Previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures. A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo.

Andy Brown
COO and Founder

“Mr Prufund” and previously Investment Director at PPMG.  Technology, governance and finance are his bag.  Who better than one of Europe’s biggest mutual fund managers to look after the kit, governance and investments?  Andy is one of the shrewdest and most insightful figures in the investment industry and an outstanding investor in his own right.

Rob Page
Non-Executive Director and Co-founder

Rob is one of the best known and best connected figures in his space and has been CMO at more firms than he cares to mention but has learnt something from each and every one. He was most recently CMO at Janus Henderson where his team won just about every marketing award going during his 5 years at the firm.

Dimitri Hambi
Data Analyst

Dimitri studied engineering at Oxford Brookes following which he completed several placements in the financial services sector. He came to Octo to do the same but we were so impressed with Dimitri we hired him.

Debbie Greenfield
Head of Production

Debbie has worn many hats in financial services, which equips her well for keeping the conversation flowing.  Believing that ‘Conversation is king, content is just something to talk about’, she ensures that we generate for members the very best, actionable, insightful content that creates debate and cuts through the noise. She brings masses of production experience from BrightTalk.

Will Overall
Client Director

Will has over 20 years’ experience within financial services having worked as a telephone dealer and as part of the sales teams within several Asset Management companies. He then moved to roles selling solutions to Asset Managers for both data and services.  Will holds several investment qualifications and a Diploma in business and finance.

Our Contributors.
Sam Shaw

Sam is a well-respected and much-loved freelance journalist and now Octo host. Sam has worked in senior editorial roles with Financial Times Business, Incisive Media and Centaur Media as well as a multitude of financial companies as content creator. Production and presenting experience have taken her from to Radio 5Live.

John Lappin

The former editor of Money Marketing, John is one of the best connected and most well-read commentators covering the IFA sector. He is a regular contributor to many of the key financial publications and was recently described by a senior adviser as “one of the few journalists that asks the questions others are afraid to”.

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