Octave Financial Planning Limited offers unbiased, independent financial advice on a Whole-of-Market basis. We are authorised and regulated by the Financial Conduct Authority.
Whatever our client’s need, the advisory process is straight forward. We take time to get to know our clients, and their personal and financial circumstances. Once we are comfortable that we have sufficient knowledge we will then set out a considered approach and discuss it with them, modifying it as appropriate to take account of any particular preferences.
We implement recommendations and where that involves the purchase of a financial service or product we will undertake research on your behalf and set out our recommendations in writing.
It is important for us to develop an-ongoing relationship with our clients providing ongoing advice and services, including reporting on and monitoring their portfolios.