David Medland

David Medland

2plan wealth management Limited

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

105 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Restricted Financial Adviser

    Last checked: 04 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 12

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    12 qualification certificates available to view

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  • 13

    Positive First Impressions

    92% of users who are not yet clients had a positive first experience with David

    92% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 13 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Restricted Financial Adviser

    Last checked: 04 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 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

  • 13

    Positive First Impressions

    92% of users who are not yet clients had a positive first experience with David

    92% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 13 first impressions)

I am a Chartered Financial Planner with several years’ experience of advising. I specialise in advising clients on pension and retirement planning, as well as general investment advice. I pride myself on my friendly approach to delivering a helpful and professional service. I am married and have two young children who take up most of my spare time. 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. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk ) under reference 972331. Registered office: 127 Unthank Road, Norwich, Norfolk, NR2 2PE. Registered in England and Wales Number: 13922409 Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: 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. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: 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. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: 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.

£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).

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Adviser Disclaimer

The value of investments can fall as well as rise and you may not get back the amount originally invested. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.