2Plan Wealth Management Limited - David Medland

Restricted - Whole of Market  Unit 2, Falmouth, TR11 4SN
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
Mr David Medland
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to business.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Octo Financial Planning is a authorised and regulated financial services firm providing advice to both individuals and businesses. We are a growing national business who are here to help individuals and businesses achieve their financial goals. Through the expertise of our people we are able to offer you a full lifetime financial planning solution.

Where to find us
Head office address: Unit 2, Tregoniggie Industrial Estate, Bickland Water Road, Falmouth, TR11 4SN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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