Meet the team

Our team of Independent Financial Planners

We’re dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge, commitment to progress and value for money.

Alan Pearson

Owner/Director

Jason Summerfield

Independent Financial Planner
Owner/Director

David Medland

Chartered Financial Planner

Victoria McLeod-Gayle

Independent Financial Planner

Paul Preedy

Independent Financial Planner

Mark Pryde

Independent Financial Planner

Stephen James

Chartered Financial Planner

Deb Noble

Independent Financial Planner

Steve Turner

Independent Financial Planner

Christina Wood

Independent Financial Planner

Danny Seymour

Independent Financial Planner

Paul Lawson

Independent Financial Planner

Allan Kemp

Independent Financial Planner

Craig Shilling

Independent Financial Planner

Paul Sandwell

Independent Financial Planner

Benjamin Grimsey

Independent Financial Planner

Corey Cook

Independent Financial Planner

David Clarke

Independent Financial Planner

Lucie Kirkpatrick

Independent Financial Planner

Mark Chappell

Independent Financial Planner

Philip Hunt

Independent Financial Planner

Ray Lovatt

Independent Financial Planner

Dena Al-Dossary

Independent Financial Planner

Michael Aitkin

Independent Financial Planner

Mike Harper

Independent Mortgage Consultant

Philip Derbyshire

Independent Financial Planner

"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

Get In Touch

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