The Octo Team

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

As a fellow disruptor in the financial space – I have to take my hat off to what you are creating with Octomembers.

To create a community of this quality, in such a short space of time, on a kick-ass app, with a constant flow of genuinely valuable content – is not easy.

You should be proud of what you are doing and I hope that all the other members of the community are as excited as I am about the way you can disrupt the industry in 2019.

Damian Horner, Co-Founder and Chief Creative Officer of Real Vision.com
Our Team.
Andy Brown
Senior Counsel

Andy has spent over 30 years in the industry working in asset management for Prudential, M&G Investment Management and Deutche Bank, where he latterly chaired the investment committees. Andy’s name has been synonymous with the successful £50 bn + Prufund range of funds as well as other Prudential multi asset funds.

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.
John Lappin
Contributing Editor

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”.

Edmund Greaves
Contributing Editor

Edmund is editor of personal finance website Mouthy Money, host of the Mouthy Money podcast and head of editorial at MRM. Edmund has been a journalist for over a decade and was previously deputy editor of Moneywise magazine & website.

Paul Thomas
Contributing Editor

Before entering PR, Paul spent nine years as a financial journalist, including as City and Investment Correspondent at The Daily Mail. He won multiple awards, such as HeadlineMoney Mortgage Trade Journalist of the Year (three times) and Trade Journalist of the Year at the Santander Media Awards. Paul was also editor of Mortgage Strategy until 2016. His extensive experience has given him a wealth of industry contacts and deep expertise in mortgages, markets, investments, and consumer finance.

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