David Medland APFS

29/09/2025

I enjoyed a long but lovely scenic walk at the weekend raising money for Samaritans Cornwall. Had some great company to get me through some challenging climbs!
Thanks to all who supported us with this.

11/09/2025

Many clients come to me because they don't understand all of the options for drawing income from their pension and are looking for advice. This guide from Vouched For gives a really good summary. I always enjoy meeting people to talk this through so please pass my details on to friends and family as appropriate.

Please note that these articles do not constitute advice and should not be acted upon as such. If you would like to discuss any of these topics in more detail, please feel free to contact me to make an appointment

Approved by 2plan Wealth Management Ltd on 06/06/2025 FP34314

10/09/2025

Getting ready for our walk later this month - we'll be covering Gunwalloe to Cadgwith, a 12 mile walk! As it is World Su***de prevention day today, it's the perfect day to sponsor me if you haven't already. 😉

Having volunteered for the Samaritans in Truro for a while now I see how much it takes to keep the branch open and running and so wanted to help raise some funds myself, while enjoying some of the ama

12/08/2025

Ever wondered how pensions work? This guide written by Vouched For gives a great summary.

Please note that these articles do not constitute advice and should not be acted upon as such. If you would like to discuss any of these topics in more detail, please feel free to contact me to make an appointment

Approved by 2plan Wealth Management Ltd on 06/06/2025 FP34314

08/08/2025

Cake sale has kicked off, come on over before we sell out! 😀

07/08/2025

Head over to my website to read our latest newsletter:

https://www.octofp-dm.com/info/client-newsletter-edition-48

In this issue:

Scottish Widows: Unlocking your Financial Freedom with annuities
Quilter: Gifting - should the kids get their inheritance now, or should you put it in a trust?
Parmenion: Why diversification matters
2plan: Protecting your wealth for your lifestyle and your family
Omnis: 5 key principles to successful investing
Aberdeen: The true cost of retirement might ease IHT fears

Annuities Gifting Inheritance Tax DIversification 5 key priniciples to successful investing

06/08/2025

I'm looking forward to our cake sale on 8th August - hoping anyone Falmouth based will be able to stop by and support us.

04/08/2025

Are you up to speed on the new Inheritance Tax changes coming soon? Please take a look at my latest article.
As a special offer the first 3 people to reach out on the back of this article are entitled to an Inheritance tax review and report. I will waive my fee for this service.

Pension Inheritance Tax changes

29/07/2025

I found these guides produced by Vouched For to be very well written and interesting. If you've ever thought about investing then it may be worth having a read.

Please note that these articles do not constitute advice and should not be acted upon as such. If you would like to discuss any of these topics in more detail, please feel free to contact me to make an appointment.
Approved by 2plan Wealth Management Ltd on 06/06/2025 FP34314