Octo Financial Planning

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Unit 2, Tregoniggie Industrial Estate, Bickland Water Road, Falmouth, Cornwall, TR11 4SN

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https://octofp.com/david-medland/

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FCA Number: 972331

Number of Employees

• ✔No. of Financial Advisers: 38

I am a Chartered Financial Planner with several years’ experience of advising.

I specialise in advising clients on pension and retirement planning, as well as general investment advice and protection insurance.

Fees

✔ Initial Fees as % of investment:

3%

✔ Ongoing Fees as % of investment as annual charge:

1%

Social Media

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Octo Financial Planning is based in Falmouth, has 27 financial advisers in Financial Services. Octo Financial Planning is registered with the FCA (registration number: 972331). You can check the firm registration with the FCA here.

Octo Financial Planning are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Life Insurance
• ✔ Insurance
• ✔ Commercial Insurance
• ✔ Debt

Directions to Octo Financial Planning from the Motorway

1. From the M11:
2. At Junction 9, take the exit towards Newmarket/Norwich/A11.
3. At Junction 9a, take the A1301 exit towards Cambridge/Saffron Walden/B184.
4. Approaching the roundabout, proceed with the third exit onto A1301.
5. Approach the subsequent roundabout and continue with the second exit onto the M11 (S) ramp towards Stansted Airport/London.
6. Proceed to merge onto M11.
7. Upon reaching Junction 8, take the A120 exit towards Stansted Airport/Colchester/B. Stortford.
8. At Birchanger Green Roundabout, navigate with the first exit onto Thremhall Avenue/A120.
9. At Priory Wood Roundabout, proceed with the third exit onto the A120 ramp towards Colchester.
10. Follow the ramp onto A120.
11. Continue onto A120 and subsequently take the exit towards Great Dunmow/B184.
12. At the next roundabout, continue with the first exit onto Chelmsford Road/B1008/B1256, following B1256.
13. Approaching the roundabout, proceed with the second exit and stay on B1256.
14. Proceed to turn right onto Station Road and continue onto Braintree Road/B1417.
15. Continue onto Ravens Crescent then onto Rayne Road.
16. Lastly, turn right onto Mole Hill Green Road where your destination will be located on the left.

List of advisers under Octo Financial Planning:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.