Octo Financial Planning
Financial adviser across Hampshire
I’m Craig Shilling, a financial adviser with Octo Financial Planning, an Appointed Representative of 2plan wealth management Ltd. I work with clients across Hampshire, and into Surrey for in-person meetings, and with clients across the UK remotely.
If you are looking specifically for Fareham, start on Financial adviser in Fareham. Full service detail sits on the pages below. I work across Hampshire rather than running a separate page for every town.
What we help with
Pensions, investments, mortgages and protection:
The process from first conversation onwards is on Your journey.
Where we meet
In person: Hampshire and Surrey.
Remote: UK-wide by phone or video.
That is how meetings already work. It is not a claim that I have an office on every High Street. If you are in Fareham or nearby and prefer a town-focused starting page, use Financial adviser in Fareham. For mortgage-led searches, see Mortgage adviser in Fareham.
Get in touch
A free initial consultation is a straightforward way to see whether advice would help. No obligation. Get in touch via Contact, email Craig.Shilling@octofp.com, or WhatsApp. We can meet in Hampshire or Surrey, or online across the UK.
General reading sits on Insights. Those pieces explain the topics in plain English; they are not town-specific posts.
This is general information about how I work, for people in England. It is not personal advice. A regulated adviser would need a full fact-find before recommending anything.