The future you want starts with a plan
With a clear financial forecast and expert, 1-to-1 support, you’ll feel confident you’re making the right decisions with your money.
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Refreshingly human
Ongoing support from real, friendly people
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Proven expertise
25+ years’ experience managing billions in assets
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Exceptional value
Smarter strategies that could save you thousands in fees
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A force for good
A B Corp built to change the industry for the better
Our services
Financial Planning
At a glance
- Work with an accredited financial coach
- Get a detailed plan that brings together all the pieces of your finances
- Unlock personalised recommendations from our digital adviser – from ISAs and pensions to your long-term goals
Who’s it for?
- Individuals with £1 – £200k to invest from existing savings, pensions & investments.
- Individuals more than 5 years from retiring.
Wealth Planning
At a glance
- Work with our wealth strategy team – including a regulated financial adviser and planner
- Grow and protect what you’ve built – with tax-efficient strategies, retirement planning and inheritance tax planning
- Tailored advice for complex wealth needs
Who’s it for?
- Individuals with £200k – £5 million to invest from existing savings, pensions & investments.
Our approach
Everything in one clear forecast – built around your life
Your pensions, savings, investments – it’s hard to be sure how they all fit together now and in the future.
We bring everything into one clear, visual forecast – so you can see where you are today, where you’re heading and what to do next.
Meet the team
Our passionate and dedicated team of coaches & advisers
Mooka
Tim
How it works
Get started
With a free video chat
- We’ll help you understand exactly what you’re getting – and what it costs – before you pay anything
- We’ll help you create a financial checklist and build your personal profile
Planning
From £299
- We start with your goals – so we can help you create the future you want
- Over a few 1-to-1 sessions, we bring everything together in a simple, visual financial forecast – so you know exactly where you stand and where you’re going
- We’ll make specific recommendations about what’s right for you
Investing
From 1.15% (all-in)
- We build and manage an investment portfolio for you – so your future is in expert hands
- Your plan is yours for life – with ongoing advice, you’ll always have access to 1-to-1 support to navigate life’s twists and turns
Our story
Over 25 years of industry experience
We’re part of the Octopus Group – a family- and employee-owned business that’s been doing things differently for 25 years. We set out to build businesses that will outlive us and create a better world for future generations.
2000
It all started with Octopus Investments. Today, that company manages over £10 billion of assets and offers investment solutions to help with estate and tax planning.
2015
Octopus helped launch Octopus Energy – now the UK’s most loved energy provider, with a mission to make energy better for people and the planet.
2023
Octopus Money was born to fix another broken system – making high-quality financial advice available to more people at a fair price.