David Medland

I have worked in financial services for many years and has been a financial advisor for over 15 years now. I have an office where clients are welcome to visit but I am more than happy to travel to meet clients face to face or to offer a video call service. I particularly enjoy helping clients who are close to or at retirement to navigate the various pension options and plan for their income over the long term with the help of cashflow modelling. I graduated from Plymouth University in 2002 with a degree in Accounting and Finance and began a career in Financial Services from that point. I have always enjoyed working with and helping people and so a career as a Financial Advisor was something I always worked towards. I have lived in Falmouth for over 10 years with my wife and two young children who give me very little time for hobbies, but I enjoy a frame of snooker when I can and have been learning to play guitar for a few years now. I pride myself on always looking after my clients, giving them the best possible independent advice as well as the best possible service along the way. A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Cashflow modelling is not regulated by the Financial Conduct Authority. Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 972331. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number: 13922409