David Medland

APFS, AF3 Chartered Financial Planner
Falmouth Cornwall

David is a Chartered Financial Planner and Pension Transfer Specialist with several years’ experience of advising. David prides himself on his friendly approach to delivering a helpful and professional service.

He is married with two children.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
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