Helping you to grow your investments

Octo Financial Planning is a UK advisory business devoted to helping individuals and business clients with their financial planning needs.

We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a team of advisers throughout the UK to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local adviser.

Our dedicated team of qualified financial planners have a combined experience of over 180 years, so you can be always assured of quality advice and first-class service from our advisers.

We have a long and successful history of guiding clients through all kinds of markets, helping you to grow your investments and ensuring you have the financial support you need wherever you are in your life-stage. Your financial requirements will change as your life evolves, so our advice and guidance are designed to adapt with you

    Who we are people

    We’re here to support you with financial advice you can trust, helping secure your financial future.

    Our financial advice process is broken down into six stages:

    • Free initial consultation, without obligation
    • Fact finding
    • Research
    • Report of recommendations
    • Implementation: arranging products and related actions
    • On-going review

    Get in touch if you have any questions or wish to book a free initial consultation.

    Quotes White

    "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