Pensions
Help preparing for the retirement you want, with products and strategies suited to your needs and goals.
Explore pensions →Octo Financial Planning
Independent financial planning in Fareham and Hampshire
Personally delivered by Craig Shilling
I'm Craig Shilling, an independent financial adviser with Octo Financial Planning. When you get in touch through this site, you'll deal with me directly, from the first conversation onwards. I help people and business owners in and around Fareham with pensions, investments, mortgages and protection, with clear advice shaped around your goals.
Services
Four areas we advise on
Practical planning across pensions, investments, mortgages and protection, researched for your circumstances.
Investments
Investment advice based on your situation, goals, and how much risk you’re prepared to take.
Explore investments →Mortgages
Research across a wide market to help you find a deal that fits.
Explore mortgages →Protection
Cover for you and those who depend on you if illness or loss of income puts plans at risk.
Explore protection →Looking for a local starting point? See financial adviser in Fareham, mortgage adviser in Fareham, or financial adviser across Hampshire.
About Craig
A direct relationship with your adviser
You work with me directly, not a rotating team, and you'll have the same person looking after you from the first conversation onwards.
Clear, personal advice, explained in plain English.
What to expect
- A free initial consultation to explore your goals
- Clear explanations, not jargon
- Independent advice under Octo Financial Planning
- Call, WhatsApp or email, whichever suits you.
Areas we cover
We meet people in person across Fareham, Portchester, Titchfield, Stubbington, Lee-on-the-Solent, Gosport, the Western Wards, Whiteley, Hedge End, the villages towards Bishop's Waltham, Portsmouth and Hayling Island, and by phone or video anywhere in the UK. See all areas we cover. Local starting points: financial services in Fareham, pension adviser in Fareham, investment adviser in Fareham and mortgage adviser in Fareham.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments and pensions, and any income from them, can fall as well as rise and you may not get back the amount invested.
Ready to talk?
Use the contact form or Chat now on WhatsApp. Both come straight to me, not a shared inbox.