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  • Octopus co-founder's new online Financial Planning firm

  • Chirine Harb

    Chartered Planner hires from Aberdeen Standard

  • Octopus Investments

    Advisers hail ‘hybrid model’ for Financial Planning

  • Octopus Investments

    Octopus VCT launches new £120m fundraise

  • Jacqueline Lockie, CISI head of financial planning said

    M&G and Octopus join Financial Planner mentoring scheme

  • Octopus Investments website

    60% of advisers turning away new clients

  • Professional connections referrals can be valuable

    Advisers see four-fold surge in professional referrals

  • Octopus Investments' website

    Octopus to leave DFM market

  • The survey was conducted by Octopus Investments

    Only 1 in 10 Planners expect to retain assets on wealth transfer

  • Octopus website

    69% of advisers unprepared for £5.5trn wealth transfer

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