David Medland

David Medland

Octo Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Falmouth
View location
Top Rated 2025
Verified since: September, 2020
4.9 out of 5

119 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 August 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    David has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 12

    Qualifications Uploaded

    12 qualification certificates available to view

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  • Transparent Fees

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    David has not yet added their fees to their profile

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with David

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 14 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 August 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    David has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 12

    Qualifications Uploaded

    12 qualification certificates available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with David

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 14 first impressions)

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. 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

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About David's clients

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