Useful Information

2024 Budget Update

Edition 45 - Client Newsletter

Edition 44 - Client Newsletter

Edition 43 - 2023 Client Newsletter

Cancer: How to put yourself in control.

Is your UK workplace pension plan working for you and your employees?

AI and Its Potential Impact on CFA Institute Ethics and Standards

Edition 42 - 2023 Client Newsletter

How to rebuild trust in banks? Answer: Just say you made a mistake!

Ethical Commitment – Cultural Or Calculated?

Links

Legal Documents

Best Execution Policy

Client Classification

Conflicts of Interest Policy

Personal Client Agreement

Making a Complaint

Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Ltd Company name is entered on the FCA register (www.FCA.org.uk) under no. 972331. The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: Sackfords, Mole Hill Green, Felsted, Dunmow, CM6 3JP. Registered in England and Wales Number: 13922409.