Chartered Financial Planner

David Medland

APFS

 

David has worked in financial services for many years and has been a financial advisor for over 10 years. David has an office where clients are welcome to visit but he is more than happy to travel to meet clients face to face. David particularly enjoys helping clients who are close to or at retirement, to navigate the various pension options and plan for their income over the long term with the help of cashflow modelling.

David has lived in Falmouth for over 10 years now with his wife and two young children who give him very little time for hobbies, but he enjoys a frame of snooker when he can and has been learning to play guitar for a few years now. David prides himself on always looking after his clients, giving them the best possible advice as well as the best possible service along the way.

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Specialist services

  • Pensions
  • Investments
  • Protection
  • Estate Planning
  • DB Pension Tranfers
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    Coverage area

    • Cornwall

    • Devon

    07557 645966

    David.Medland@octofp.com

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    VouchedFor

    Quotes White

    "David was able to answer all my questions and provide me with information in a down to earth way that was easy to understand. He also put forward other possibilities that I was not aware of. I feel that I have found a safe pair of hands to help me move forward."

    Client testimonial for David Medland, Financial Adviser at Octo Financial Planning

    "David has been brilliant, giving advice on how best to place our investment and explaining everything fully giving us the opportunity to think about the investments and never pushing products that are not needed."

    Client testimonial for David Medland, Financial Adviser at Octo Financial Planning

    "Sound advice on probably one of the last big decisions in life. Good explanations of the options available which made my decisions a lot easier to make on a subject I am not to familiar with. Kept me informed by either email, phone or in person. Made me feel at ease with his manner. Would highly recommend to anyone asking for financial advice."

    Client testimonial for David Medland, Financial Adviser at Octo Financial Planning

    Get In Touch

    Get in touch if you have any questions or wish to book a free initial consultation.
    Email: info@octofp.com