Octo Financial Planning - Corey Cook, CFA Ch.FCSI

Small enough to care, big enough to deliver

Octo Financial Planning “OctoFP” is a UK advisory business devoted to helping individuals and business clients with their financial planning needs with 26 advisors nationwide delivering bespoke face-to-face client service.

OctoFP is an authorised representative of 2Plan wealth management Ltd. Launched in July 2007, 2Plan has continuously built on its strengths to become one of the leading wealth management firms in the UK with over 400 advisors and firms nationwide. 2plan focuses on using in-house technology to support the client experience and streamline clunky financial processes that increase client expenses. In 2010, 2Plan was acquired by The Openwork Partnership. The Openwork Partnership has been operating in the UK marketplace since 2005 but has over 50 years of operating in the UK. The firm currently has over 4,200 advisors operating within 700 firms.

Being backed by 2Plan and The Openwork Partnership allows OctoFP to have access to products and pricing that smaller advisory firms would not have access to.

Pensions and Retirement Planning

My aim is to help people prepare for the retirement they want. I provide advice and select products to suit each client’s own circumstances, needs and goals. Many individuals leave this too late, so it is crucial that they get advice early.

Protection Insurance

Protection insurance can provide the peace of mind that you and your loved ones will be looked after financially if you fall ill or are unable to work. They can also be used to protect your business or cover commercial debts, such as a mortgage.

Pensions Transfer

Individuals who hold more than £30,000 in a defined benefit pension (“DB”) and wish to transfer out must get specialised advice. Octo Financial Planners and 2plan hold the correct regulatory permissions to advise on DB pension transfers.

Mortgage Advice

Equity Release

Private Medical Insurance

With increasing NHS waiting times, private medical insurance (PMI) is becoming more important for families in the UK. PMI works alongside the NHS to provide you access to shorter waiting times, a choice of location and a choice of doctor. Octo has access to the main participants in the insurance market.

Investments

Investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money. No two people are the same and any solution recommended needs to be right for you and that you have all the information you need to make a clear decision.

Estate Planning and Intergenerational Wealth Transfer