Octave Financial Planning Limited was established in 2006. We pride ourselves on providing a considered professional service to personal and corporate clients. We are fee-based advisers with no third-party investors or ties to other financial institutions, which means we can offer a truly unbiased, independent, and whole-of-market service to our clients.

The firm’s Managing Director Mr Nigel Spencer Phipps is a Chartered Financial Planner, and a Fellow of the Personal Finance Society.

We are conveniently based near to Manchester International Airport and have strong road and rail links to all areas of the North West and beyond with ample on-site parking.

We provide advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, and Business Protection.

We take care to establish our clients’ needs and aspirations, attitude to investments, savings, and protection, so that we can deliver an appropriate financial solution for them.

We are authorised and regulated by the Financial Conduct Authority.

Complaints

Clients are at the heart of our business and delivering an outstanding service at all times is what we strive to do. However, we recognise that from time to time a client of ours may feel they have cause to complain.
We are committed to dealing with complaints effectively and fairly in accordance with the Financial Conduct Authority’s complaint handling rules and guidance. If a client has cause to complain, a dedicated team focused on ensuring that the clients are treated fairly during the process will deal with the complaint.
If the complainant is not satisfied with the outcome of their complaint, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their websitewww.financial-ombudsman.org.uk.
If you wish to register a complaint, please write to Octave Financial Planning Limited, 3000 Manchester Business Park, Aviator Way, Manchester M22 5TG telephone 0161 266 1031.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.