WELCOME TO OCTO FINANCIAL PLANNING
Customised financial planning
Octo Financial Planning is a UK advisory business devoted to helping individuals and business clients with their financial planning needs. Our dedicated team of qualified financial planners have a combined experience of over 180 years, so you can be always assured of quality advice and first-class service from our advisers.
The retirement you deserve
We aim to help people prepare for the retirement they want. We provide advice and select products to suit each clients’ own circumstances, needs and goals.
Total peace of mind
Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.
STRATEGIC FINANCIAL PLANNING
A strategy created
just for you
Octo Financial Planning advisers aim to be the leaders in our field and provide comprehensive financial advice to individual clients. We pride ourselves on having an open and friendly relationship with our clients, and focus on the importance of financial planning, not just financial advice.
We have a long and successful history of guiding clients through all kinds of markets, helping you to grow your investments and ensuring you have the financial support you need wherever you are in your life-stage.
Whether you’re considering starting your first pension or trying to choose the right retirement options, a financial adviser can help you make the most of your pension.
Choosing the right investment solutions can be one of the most complicated things for investors to do. An Octo Financial planner can support you through this process.
Regular savings is a good way to start building a nest egg and get you into the saving habit. But you’ll need to be disciplined and commit to putting in a minimum amount each month.
With access to a huge range of providers and with unique deals available from time to time, we always aim to provide the best deal for all our clients.
Protection insurance can provide the peace of mind that you and your loved ones will be looked after financially if you fall ill or are unable to work.
Our advisers will help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.
"We have been working with Paul Preedy as our financial advisor for over 10 years to our full satisfaction. During that time we have received a very professional service. His advice has always focused on our personal circumstances. Communication has been excellent and any questions were answered speedily. We have no hesitation in recommending the financial services of Octo Financial Planning and Paul Preedy."
Client testimonial from Mr & Mrs B in Kent, December 2022
"David Medland has patiently and clearly answered the many questions that we had on the aspects of investment and advice we needed, helping us understand and feel confident in the choices we've made. He has gone above and beyond in his commitment to giving us advice and assistance and we wouldn't hesitate to recommend him."
Client testimonial from Amber Morgan in Cornwall – January 2023
"David has been so helpful, in giving me the tools and guiding me through the different ways of investing my money, it was especially interesting to find out my attitude to risk, involving a questionnaire. I have now invested my pension in a moderate risk fund which involves a certain percentage of stocks and shares."
Client testimonial from Alison Craze in Cornwall, November 2022