Meet the team | Octo Financial Planning

MEET OUR AFFILIATE PARTNERS

Our team of Affilite Partners

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

Financial Planner/Owner/Director

David Medland

Chartered Financial Planner

Victoria McLeod-Gayle

Financial Planner

Paul Preedy

Financial Planner

Mark Pryde

Financial Planner

Stephen James

Chartered Financial Planner

Deb Noble

Financial Planner

Steve Turner

Financial Planner

Christina Wood

Financial Planner

Danny Seymour

Financial Planner

Wes Harris

Financial Planner

Corey Cook, CFA

Financial Planner

Craig Shilling

Financial Planner

Paul Lawson

Financial Planner

Paul Sandwell

Financial Planner

Phil Hunt

Financial Planner

Mark Chappell

Financial Planner

Allan Kemp

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