Octo Financial Planning review
Ranked 7 of 10 in Financial advisers in Telford
Best for: free first meeting on pensions and investments
Active
Trading as Octo Financial Planning Ltd · Telford · Service area: Telford
Octo Financial Planning in short
Octo Financial Planning is a Shropshire practice acting as an appointed representative of 2plan wealth management, with its reference printed on the site. It covers pensions, investments and protection, opening with a free initial consultation by email or booking. The Shropshire base keeps advice local while email and booking keep admin light. In our view Octo suits readers wanting a free first meeting before committing to anything at all.
Customer reviews hold five out of five on Google. The registered office is printed and the company record is recent. That lean setup suits readers who prefer email to phone calls throughout. What counts against it is the missing fee scale beyond the free consultation: ongoing costs only emerge when you enquire.
Our verdict
Our judgement: Octo suits you if you want a free first meeting about pensions and investments with a 2plan-backed practice. The authorisation reference is printed on the site and reviews sit at 5 out of 5. It counts against it that no fee scale follows the free consultation, so ongoing costs only emerge when you enquire.
Score summary
Scored on the home trades rubric v2.0. Insufficient evidence takes the neutral value and is not shown as a low mark.
- Composite score
- 69.1 / 100
Qualifications and accreditations C2 · weight 25%
80 out of 100
Financial Conduct Authority membership through 2plan wealth management is listed on the business's own website [1].
First-hand responsiveness C3 · weight 15%
Insufficient evidence
Insufficient evidence
Insurance and safeguards C5 · weight 10%
Insufficient evidence
Insufficient evidence
Pricing transparency C6 · weight 5%
60 out of 100
A free initial consultation is offered [1]. No advice fee, fee scale or VAT position is published.
Evidence
| Fact | Value | Source | Read |
|---|---|---|---|
| Limited company since | 2022 | Source companies-house |
Industry qualifications
Sourced from the issuing registers, the business's own website and platforms such as Checkatrade and Which? Trusted Traders, on the date shown.
- Financial Conduct AuthoritySourcedchecked 4 September 2026. Reference Appointed Representative of 2plan wealth management Ltd, FCA reference 972331.
Strengths
You get pensions, investments and protection insurance from a Shropshire practice with a free initial consultation by email or booking [1].
The site states appointed-representative footing with 2plan wealth management under FCA reference 972331, with the registered office printed [1].
Customer evidence reads 5 out of 5 from 14 Google reviews, seen 4 September 2026 [3].
Limitations
Response from the business
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Verified customer reviews
Reviews from customers who showed us their invoice.
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Questions about Octo Financial Planning
Is Octo Financial Planning any good?
On the evidence, yes for a low-pressure start: it ranks seventh in our Telford table, holds five out of five on Google, and prints its regulatory reference. No fee scale beyond the free consultation is the gap. Read the full review, then book the free consultation with your pension statements to hand.
Is Octo Financial Planning FCA authorised?
Appointed-representative footing with 2plan wealth management under its reference is stated on the firm's own site [1]. The register pages could not be searched directly. Check both names on the FCA register before sharing pension or investment details, and ask who your named contact will be.
What does Octo Financial Planning charge?
A free initial consultation is offered, but no advice fee, fee scale or VAT position is published [1]. Costs emerge only when you enquire. Ask for the full fee picture in pounds after the free meeting, including ongoing charges, before agreeing to advice.
Where does Octo Financial Planning work?
The firm is based in Shifnal and serves Shropshire, working by email and consultation booking [1]. Telford readers sit inside its patch, with remote meetings available. Say whether you prefer video or phone, then send your postcode when booking to confirm.
How is Octo Financial Planning ranked?
It ranks seventh of the ten financial advisers in our September round, picked for a free first meeting on pensions and investments. Stated backing and reviews carry it, with unpublished ongoing fees the gap. Read the full review, then compare with one planner that publishes fees.
Others assessed for this trade
- CD Financial72.4 / 100Ranked 1. Best for clearest published fees with Shifnal face-to-face advice.
- Pensionlite69.7 / 100Ranked 2. Best for chartered pension transfer and retirement specialists.
- Croft & Oakes Chartered Financial Planners69.6 / 100Ranked 3. Best for chartered planners for pensions and investment advice.
- Paul Humphreys Credit Insurance Services69.6 / 100Ranked 4. Best for trade credit insurance for UK businesses.
Sources
- Octo Financial Planning homepage — services, authorisation and contact Retrieved 4 September 2026.
- Companies House — OCTO FINANCIAL PLANNING LTD overview (13922409) Retrieved 4 September 2026.
- Google Maps listing — Stephen Turner Financial Planner, Shifnal Retrieved 4 September 2026.
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