Octagon Consultancy Ltd

Reference number: 230953

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Best Practice IFA Group Limited Reference number: 223112 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Octagon Consultancy Ltd (FRN 230953) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Octagon Consultancy's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Octagon Consultancy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When octagonconsultancy.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 933 1661 is
  • Who else gives the postcode BS8 2SY
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company name
OCTAGON CONSULTANCY LIMITED
Company number
07787430
Company status
Active
Company type
Private limited company
Incorporated
26 September 2011 (15 years old)
Registered office
Woodlands Grange Woodlands Lane, Bradley Stoke, Bristol, BS32 4JY
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Ian Stoakley Adams Director Apr 1958 26 Sep 2011 9 other companies
Luke Ambrose Brown Director Oct 1975 11 Dec 2014 4 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
11
closed down
7
run together
2

In the full report: all 11 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 2 directors run together
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£1.35m

+18% from £1.14m

Cash at bank

£476k

−59% from £1.16m

Employees (average)

13

Same as 13

Owed within a year

£262k

+35% from £195k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07787430. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Octagon Consultancy’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Richard Ian Stoakley Adams took control (75–100% of shares)

Companies House

2014

11 December 2014

  • Luke Ambrose Brown appointed as a director

Companies House

2011

26 September 2011

  • Incorporated at Companies House
  • Richard Ian Stoakley Adams appointed as a director

Companies House

2004

12 January 2004

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Octagon Consultancy

Other firms of the same type (financial adviser), nearest first.

In Clifton

Clifton Wealth Management LtdCliftonAppointed representativeWatson & Company (Bristol) LtdCliftonAppointed representative

In the Bristol (BS) postcode area

Aisa Retirement Planning LLPBristolAppointed representativeAlma Vale Wealth Management LimitedBristolAppointed representativeAlton Wealth ManagementEaston-in-GordanoAppointed representativeAndow Ellis LimitedBristolAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Octagon Consultancy

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 11 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is Octagon Consultancy Ltd FCA authorised?
Octagon Consultancy Ltd (FRN 230953) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Octagon Consultancy?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Octagon Consultancy Ltd (FRN 230953) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Octagon Consultancy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Octagon Consultancy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Octagon Consultancy’s phone number and website?
The FCA register lists the phone number 0117 933 1661 and the website octagonconsultancy.co.uk for Octagon Consultancy. If you were given different contact details, use these to check with the firm before going any further.
Is Octagon Consultancy a scam or clone?
Octagon Consultancy is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Octagon Consultancy?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Octagon Consultancy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Octagon Consultancy?
Companies House lists one person with significant control of Octagon Consultancy: Mr Richard Ian Stoakley Adams (75–100% of shares).
Who runs Octagon Consultancy?
Companies House lists 2 directors of Octagon Consultancy: Richard Ian Stoakley Adams and Luke Ambrose Brown.
How long has Octagon Consultancy been in business?
The company was formed on 26 September 2011.
What do Octagon Consultancy’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £1.35m (+18% from £1.14m) and cash at bank of £476k (−59% from £1.16m).

Sources and links

The full report on Octagon Consultancy Ltd

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