LEADERS IN OUR FIELD

Providing comprehensive financial advice to individual clients

Octo Financial Planning advisers aim to be the leaders in our field and provide comprehensive financial advice to individual clients on the following matters:

Stage One – Fact Finding

Good financial planning begins with a preliminary financial advisory process that includes an initial fact-finding stage. This initial stage of the process is geared towards assessing a client’s likes and dislikes, general opinions, goals both short and long term.

Also, during this initial fact-finding stage, information such as a client’s risk tolerance is gathered and filed for analysis. Then after the necessary preliminary information has been gathered, it’s on to the next phase.

Octo Financial Planning pride ourselves on having an open and friendly relationship with our clients. We focus on the importance of financial planning, not just financial advice.

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Stage Two – Strategy

This secondary stage would be the strategy recommendation stage, where all the data gathered is used to formulate an inclusive and objective strategy which takes everything into account. In this stage the client’s objectives and goals are prepared and laid out with a focus on creating wealth, debt management, taxation plans, estate planning and of course risk.

The final phase of the financial planning process involves the monitoring and review process. This is a continuous and ongoing function which benchmarks the applied overall plan outcomes and performance levels, factored against the clients perceived goals and objectives.

This ongoing process includes periodic portfolio value assessment reports, portfolio review meetings and strategy sessions and of course the end of year pre-taxation strategy and planning sessions. We ensure our financial advice for clients is geared towards growth, security, and peace of mind.

Octo Financial Planning pride ourselves on having an open and friendly relationship with our clients. We focus on the importance of financial planning, not just financial advice.

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"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