Financial PLANNER

Paul Preedy



Paul has been a financial planner since June 1998 and has worked for various banks and insurance companies during these years and in 2013 became self-employed. In 2017 Paul became a pension transfer specialist after passing the toughest exam in the advice industry. Paul is married to Kelly and has a son Aidan. Paul enjoys traveling, whether it is going eyeball to eyeball with Great White Sharks or walking with Komodo Dragons.

“We try to live life to the full. We seem to have built a mini zoo at home, which is ever expanding. I know through life and work experiences I can offer great advice outcomes for clients existing and new, by listening to your needs.“



Specialist services

  • Pensions
  • Investments
  • Protection
  • Estate Planning
  • DB Pension Transfers

    Coverage area

    • Wales

    • West

    • M4 Corridor

      Quotes White

      "We have been working with Paul 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."

      Client testimonial for Paul Preedy, 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.