Member Offer from Octo Financial Planning in Falmouth - Free initial consultation meeting with a Financial Planner

Our new associate member, David Medland of Octo Financial Planning in Falmouth would like to offer the opportunity of a consultation meeting for existing CMN members.

This is an opportunity to discuss any areas of financial planning or advice that may be relevant for you. Some things you may want to consider:

• Considering tax efficient insurance policies for Directors
• Reviewing company cash holdings to try and generate higher returns
• Reviewing your workplace pension scheme
• Individual planning for company directors – pension and retirement planning

There is no obligation, just a chat either in person or on video call to talk through your business or personal finances and to discuss any aspects which are important to you. David will follow this up with a brief report outlining the areas discussed along with details of any action points for you to consider.

If you would like to find out more please take a look at his website: http://www.octofp-dm.com or contact him directly:

• David.Medland@OctoFP.com
• 07557 645966