Octopus Investments Limited
Octopus Investments Limited
Trading as: octopus investments
#03942880 • Active
B2bServices
Octopus Investments is the UK's largest provider of specialist tax-efficient investments, helping advisers and their clients plan for a secure financial future through innovative investment solutions.
Founded: 08/03/2000
Industries: Security and commodity contracts dealing activities
Website: https://octopusinvestments.com
Phone: Subscribe to view
Email: Subscribe to view
Products
- Fp Octopus Uk Future Generations Fund
- Fp Octopus Uk Micro Cap Growth Fund
- Fp Octopus Uk Multi Cap Income Fund
- Octopus Aim Inheritance Tax Isa
- Octopus Aim Inheritance Tax Service
Services
- Business Relief Investments
- Enterprise Investment Scheme
- Inheritance Tax Services
- Venture Capital Trusts
Financial Snapshot
Last accounts made up to 30 April 2024
Next accounts due 31 January 2026 (8 months)
Cash in Bank £75.97m
↓ -5%
Turnover £209.8m
↓ -3%
EBITDA £78.29m
↑ 4%
Gross Profit £190.17m
↓ -2%
Total Liabilities £87.92m
↓ -1%
Employees 670
↑ 1%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Lieven Debruyne | Director | 14/02/2025 | Belgian | 56 years |
| Jonathan Patrick Dees | Director | 16/04/2024 | British | 52 years |
| Stuart James Quickenden | Managing Director | 25/11/2022 | British | 52 years |
| Ruth Anna Handcock | Ceo | 05/03/2019 | British | 45 years |
| Simon Andrew Rogerson | Fund Manager | 08/03/2000 | British | 50 years |
Role:
Director
Appointed:
14/02/2025
Nationality:
Belgian
Age:
56 years
Role:
Director
Appointed:
16/04/2024
Nationality:
British
Age:
52 years
Role:
Managing Director
Appointed:
25/11/2022
Nationality:
British
Age:
52 years
Role:
Ceo
Appointed:
05/03/2019
Nationality:
British
Age:
45 years
Role:
Fund Manager
Appointed:
08/03/2000
Nationality:
British
Age:
50 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Octopus Capital Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 06/04/2016 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
06/04/2016
Nationality:
United Kingdom
Financial Accounts
| Apr 2024 | Apr 2023 | Apr 2022 | |
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Charges
144 charges registered
Fern Trading Group Limited Outstanding
Created 01/05/2025#039428800367 Negative Pledge
Fern Trading Group Limited Outstanding
Created 25/04/2025#039428800366 Negative Pledge
Properties
No property information available
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 01/05/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 29/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 22/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 17/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 15/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 11/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
| 10/04/2025 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (8 pages) |
01/05/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
29/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
22/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
17/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
15/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
11/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date
10/04/2025 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date