Octo Financial Planning is a UK advisory business devoted to helping individuals and business clients with their financial planning needs.

David Medland has an office in Falmouth where he services local businesses and individuals with their planning needs.

David prides himself on having an open and friendly relationship with his clients, focussing on the importance of financial planning, not just financial advice.

Services include:

Investments and Savings

Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Please note that the Financial Conduct Authority do not regulate estate planning.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you or your business.

Invest in your future today

Contact Octo Financial planning today or visit their website by clicking here

Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 972331. Registered office: 127 Unthank Road, Norwich, Norfolk, England, NR2 2PE. Registered in England and Wales Number: 1392240