Personal Client Agreement

About This Agreement

Octo Financial Planning Ltd, represented by David Medland, is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.

Our Personal Client Agreement (PCA) explains the terms under which financial advice and related services are provided, including the responsibilities of both the client and the financial adviser.

The agreement is an important document and should be read carefully before proceeding with our services.

What Does the Agreement Cover?

The Personal Client Agreement contains information about:

• Our services: The financial advice and related services available to clients.

• Our financial advice process: How we assess your circumstances, provide recommendations, implement agreed solutions and offer ongoing services.

• Fees and charges: The available payment options, charging arrangements and how fees are agreed.

• Your responsibilities: The information and cooperation required from you throughout the advice process.

• Client protection: Important information about regulatory protections, complaints and the handling of potential conflicts of interest.

• Client consent: The terms, declarations and authorisations required when entering into an agreement for our services.

Download the Personal Client Agreement

Please review the complete Personal Client Agreement for detailed information about our services, charges, responsibilities and contractual terms.

Download the Personal Client Agreement (PDF)

The document includes the relevant client consent and signature sections, which can be completed with your financial adviser where appropriate.

Questions About the Agreement?

If you have any questions about the agreement or would like clarification regarding its terms, please contact David Medland before signing or proceeding with any services.

We will be happy to explain the relevant provisions and discuss the services and charging arrangements applicable to your circumstances.

Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.