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For individuals aged 45–65 and over. Gain clarity, avoid costly mistakes, and start building a retirement you can trust.


_Why Work With Me?

"As an FCA-registered independent financial planner with
years of experience and a 4.8/5 rating on VouchedFor,
I help people across the UK gain clarity and confidence about
their retirement no pressure, just straightforward guidance."


_Testimonials?

“I’m proud to have earned a 4.8/5 rating on VouchedFor, but what matters most are the kind
words clients have shared about the clarity and peace of mind they’ve gained from our work together.
For me, it’s about listening, understanding, and helping
people feel confident about their future.”


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Making a Complaint

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 Limited is entered on the FCA register (www.FCA.org.uk) under no. 972331. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number under company number 13922409. FCA register address: Patches, Gorsewood Road, Hartley, Longfield, Kent, DA3 7DE.The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please click here