Mark Chappell Financial Planner

Mark Chappell Financial Planner Independent Financial Planner at Octo Financial Planning. Helping people prepare for retirement with clear, straightforward advice and regular reviews.

I provide independent financial planning that starts with you and the life you want. Over my career I’ve worked across the advice marketplace, from client administration and B2B account management to regulated advice, so you’re in safe hands. I believe advice should be explained simply, with every recommendation tied back to your goals. Plans are reviewed regularly to keep them on track as life ev

olves. Services offered:

- Retirement planning & income strategy
- Pension review & consolidation
- Investment planning
- Cashflow modelling
- Tax allowances & wrappers
- Protection review
- Estate & legacy planning

Working out whether the pension savings you have accrued and contributed to will be enough for the retirement you want c...
03/06/2026

Working out whether the pension savings you have accrued and contributed to will be enough for the retirement you want can be complicated.

As an Independent Financial Planner I can help with that - putting you fully in the picture, highlighting any required remedial actions and enabling you to gain more control over your retirement plans.

...could it be better or worse?? Either way, I can help you demystify this, put you in more control of your retirement p...
15/05/2026

...could it be better or worse?? Either way, I can help you demystify this, put you in more control of your retirement plans and target any remedial action that may be required.

Most people don’t need more guesswork about retirement - they need clarity.As a Financial Planner, using Retirement Cash...
05/05/2026

Most people don’t need more guesswork about retirement - they need clarity.

As a Financial Planner, using Retirement Cash flow modelling with my clients helps bring their future into focus, helping them see what’s possible, what needs adjusting, and where they’re already on track. It turns “Can I afford to retire?” into a clear, confident plan.

If you think you might benefit from a chat to better plan your retirement give me a call

Unbelievably proud to be a supporter of York City Football Club this morning. In probably one of THE greatest endings EV...
27/04/2026

Unbelievably proud to be a supporter of York City Football Club this morning. In probably one of THE greatest endings EVER to a football match York City sn**ch the National League title from Rochdale with the last kick of the game in the 13th minute of injury time.

By any measure York are worthy champions- 108 points, 114 goals, 33 wins, top scorer in the league Ollie Pearce with 34 goals. Insane statistics yet Rochdale ran City stride for stride all season and , having taken the lead in the 5th minute of injury time they had one hand on the title.

Relentlessness, will to win and resilience on another level. Inspirational. Buzzing!!!

It’s easy to lose track of your pension, especially when retirement still feels a long way off, but checking in on it re...
20/04/2026

It’s easy to lose track of your pension, especially when retirement still feels a long way off, but checking in on it regularly can make a big difference.

You could be paying excessive charges or have built-in features/limitations which may benefit from a discussion.

A review of your pension(s) could give you more confidence and control over your journey to retirement.

Have you ever stopped to think about what your retirement really looks like?Not just when you’ll retire - but how you’ll...
09/04/2026

Have you ever stopped to think about what your retirement really looks like?

Not just when you’ll retire - but how you’ll live, what you’ll spend, and whether your money will support the life you want.

A clear retirement plan isn’t just about numbers - it’s about peace of mind, confidence, and having the freedom to enjoy the years ahead.

If you’re not quite sure where you stand, you’re not alone. But it might be time to start asking the right questions.

What does your ideal retirement look like?

I'm extremely proud to say that VouchedFor has recognised me as a Top Rated Adviser, featured in The Times.This award is...
25/03/2026

I'm extremely proud to say that VouchedFor has recognised me as a Top Rated Adviser, featured in The Times.

This award is based on feedback from real clients - reflecting the importance of clear, ongoing financial planning.

For those approaching retirement, understanding where you stand and what comes next is key.

If you’re looking for clarity around your own situation:

🌐 https://hello716376.wixstudio.com/independent-financia
📧 [email protected]
📞 07368 179238

Volatile investment markets can make people uncertain as to whether they can still reach their retirement goals. By usin...
20/03/2026

Volatile investment markets can make people uncertain as to whether they can still reach their retirement goals.

By using cash flow modelling, I can help you better visualise your retirement plans and plan more effectively for any investment road blocks that may lay ahead.

Big changes are coming to pensions from April 2027. Pensions will be included in your estate for Inheritance tax purpose...
05/03/2026

Big changes are coming to pensions from April 2027. Pensions will be included in your estate for Inheritance tax purposes. This could affect how you take your retirement benefits.
Not sure if this will affect you? Let's have a chat.

Pension changes are on their way... ➡️Do you have a handle on your pension(s)?➡️Do you have a handle on your retirement?...
19/02/2026

Pension changes are on their way...

➡️Do you have a handle on your pension(s)?
➡️Do you have a handle on your retirement?

Would you benefit from a chat?👇
https://tinyurl.com/35ezkp6x

Address

Thirsk

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

Telephone

+447368179238

Website

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