Octo Financial Planning - Falmouth - Falmouth

Octo Financial Planning - Falmouth

Located at Unit 2, Octo Financial Planning - Falmouth, Tregoniggie Industrial Estate, Falmouth TR11 4SN, this financial services company offers a wide range of services to its clients. With a phone number of 07557645966 and a website at octofp.com, they are easily accessible for those seeking their expert advice.

Specialties and Services

• Financial Advisor
• Financial planner
• Insurance agency
• Investment service
• Life Insurance Agency

In addition to their core services, Octo Financial Planning - Falmouth also offers online appointments, on-site services, and gender-neutral toilets for the comfort of their clients. It is advisable to make an appointment before visiting.

Opinions and Reviews

This company has garnered a strong reputation, with 12 reviews on Google My Business, averaging a impressive 5/5 rating. One client praised David's professionalism and approachability, stating that they found him to be a 'safe pair of hands' for their finances. Another notable point is the convenient parking available right outside the premises, making it quick and easy to visit.

Octo Financial Planning - Falmouth stands out for its comprehensive range of financial services, exceptional customer service, and commitment to providing a comfortable experience for its clients. With a strong reputation backed by positive reviews and a convenient location, this financial services company is well worth considering for anyone in need of expert financial guidance.

👍 Reviews of Octo Financial Planning - Falmouth

Amanda H.

5/5

David is incredible professional and approachable. He’s really easy to work with and I’ve had great honest advice from him. I recomend him as a safe pair of hands for you finances.
On a practical note, there’s parking right outside so it’s quick and easy to see him.

Alison C.

5/5

I have been very well advised over the past 5 -6 yrs, David has always made me feel in control and has given me all possible options of investment and usage of my funds, which ensures my ongoing financial security.
It has also been useful to be able to either have reviews online or in person at his office.
I feel very secure in the knowledge I have been given and how I choose to use it. 🙂

David B.

5/5

David has been managing my pension for a few years now. He always takes time to explain all my options and offer good advice as to investments, taking time to explaining all risk and return. I have great confidence in his ability and feel lucky to have found such a knowledge person. Strongly recommend him

Shraddha G.

5/5

I would really recommend David to everybody. He has assisted and guided us through the whole process of our insurance planning. He made sure we had complete clarity and explained to us all the pros and cons in detail.
Highly recommend him .

Paul R.

5/5

I didn't have a clue as to what to regarding my pension, David was clear and patient with as many visits as required.
I would definitely recommend him.

Sharon A.

5/5

Dave recently helped me transfer a workplace pension to a more sustainable option. He provided an ethics questionnaire to establish the options available along with access to the Aegon platform so that I can check-in and keep track of how it’s performing. I feel more confident about this investment and know that Dave will help out if I have any questions.

Gary G.

5/5

David is very professional in his work and takes the time to listen to your circumstances..would definitely recommend him to family and friends...thank you David for all your hard work so far.

Gill M.

5/5

David is highly professional and extremely knowledgeable in his field. He is open and honest and provides excellent advice. He has helped me with my own pension and I would not hesitate to recommend his services to my clients, family and friends.