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+ 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 and 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.