With our outstanding and professional financial advice services that we offer to all our clients in a friendly and efficient manner, we receive excellent feedback and comments on a regular basis. We’re very proud of the testimonials we receive and shown here are just some of what our customers are saying about us. With our philosophy to always put the client first and to develop open and honest relationships built on integrity and trust, we have hundreds of satisfied clients enjoying the benefits of working with Octagon’s professional advisers, leading us to continue to receive some excellent testimonials and referrals on a regular basis.

David Peel has been my sole financial adviser for around eight years. During that time he has helped and advised me in managing my savings and investments to ensure that they provide a good return from a low risk environment. David is thoroughly professional and always takes time to talk through options, making sure that any choices I make are well informed and meet my needs. I have a great deal of confidence in the advice he has given. In addition to being professional and knowledgeable David is also very personable and friendly and his visits are always welcome events.

Throughout the time he has been my adviser, I know my invested finances have been secure. The various packages he has suggested and put together have done well over the years and dividends have far exceeded what would have been realized from any investments I would have been able to make on my own!

I can highly recommend David to anyone who is looking for quality service and advice in managing their finances.

Noel Davies School Improvement Adviser

During a very difficult time in my life, I was in need of a specialist that could put a detailed report into terms that not only could I understand, which was pivotal prior to a crucial meeting, but that financially I would benefit by. Martin dealt with the whole situation in a very sympathic, empathic and professional manner giving me detailed, concise, and importantly, precise information allowing me to be successful.

I cannot thank Martin enough – his calm, professional expertise was exceptional value for money. I would not have been so successful in my cause if I hadn’t have had Martin in my corner.

Lynn Webster

Myself and my late husband have known Andrew for over 10 years I have found him to be both very knowledgeable and trustworthy. He has given exceptionally good advice on our investments over the years and has become not only a professional that I can trust but also a valued friend that I can turn to with any financial related matter. I appreciate the time that Andrew takes to explain things to me, he has never been over powering or had his own agenda , he has always listened to my needs and responded with clear, practical advice and allowed me to make my own conclusions.

I am happy for you to use or quote me on your website and once again like to thank Andrew for his help over the years.

Mrs Barbara Barratt

We have been dealing with Kris for years now, having previously experienced financial institutions own advisors and other independents. Kris is head and shoulders above the rest and our trusted advisor of choice now! He has provided tailored, independent and honest advice and at every turn has provided tremendous support. Nothing is too much trouble.

His product knowledge and industry experience make him and Octagon a trusted pair of hands. The products recommended have not only saved us money but have represented excellent value for money.

Richard and Maria Bines

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Octagon Financial Services offer a full range of financial services and here to help...