Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
25 April 2022

3 Questions: Justin Onuekwusi

Octo Members
30 March 2019

Octo Podcast Episode 2 – Richard Philbin

Octo Members
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Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Meeting The Next Generation: M&G’s de Quinsonas says ESG is crucial for understanding EM
Financial advice: Felix Milton on pushing the regulator to enforce industry-wide charters, and encouraging his peers it’s a ‘rewarding career’
3 Questions: Justin Onuekwusi
Octo Podcast Episode 2 – Richard Philbin
Octo Podcast Episode 1 – With profits. For ordinary people?

3 Questions: Andrew Herberts on his most ‘interesting’ contrarian bet

Octo Members
3 September 2019

A 2-minute watch. Andrew Herberts is head of private investment…

The Cut w/c 26th August: Your brief on the week at Octo Members

Octo Members
2 September 2019

A 2-minute watch.    Our regular reminder of what’s been…

OctoBlast: Hugo Thorman on reducing friction for advisers from fact-find through to investment

Octo Members
2 September 2019

A 22-minute watch. Hugo Thorman is the executive chairman of new…

OctoBlast: Ken Wotton on how to avoid value traps in the UK small-cap market

Octo Members
2 September 2019

A 5-minute watch. Ken Wotton is MD of quoted investments at…

3 Questions: Ken Wotton on the micro-cap kicker for your investments

Octo Members
2 September 2019

A 90-second watch. Ken Wotton is MD of quoted investments at…

3 Questions: Hugo Thorman on why you should spend more time with lawyers (yes, really!)

Octo Members
2 September 2019

A 1-minute watch. Hugo Thorman is executive chairman of platform Seccl,…

OctoBlast: Simon James on why ESG is not just about exclusion

Octo Members
2 September 2019

A 21-minute watch. Simon James, CIO at Gore Browne Investment Management,…

OctoBlast: David Crozier on the best financial plans for clients, and ‘brobdingnagian’ regulatory rules

Octo Members
22 August 2019

A half-hour watch.  David Crozier is founder of Navigator Financial Planning,…

3 Questions: Tavistock’s James King on what’s needed before mainstream IFAs start using investment trusts

Octo Members
21 August 2019

A 45-second watch. James King is MD of Tavistock Private…

3 Questions: David Crozier on how to add value over the longer term

Octo Members
21 August 2019

A 2-minute watch. Navigator Financial Planning’s David Crozier on the…

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