Wherever you are on your journey, we’re here to help
Our doors are open to everyone. And you’ll always get the right support tailored to your needs.
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Financial Planning
Want to feel confident you’re making the most of your money?
Our financial coaches will help you build a personalised plan and give you ongoing support, along with recommendations from our digital adviser – from ISAs to pensions to your long-term goals.
Right for you if:
- You have £0 – £200,000 to invest from savings, existing investments and pensions
- You’re more than 5 years from retiring
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Wealth Planning
Want expert support tailored to managing greater wealth?
Our experienced wealth strategy team will work with you to grow and protect what you’ve built – with tax-efficient strategies, estate planning, and more.
Right for you if:
- You have £200,000 – £5,000,000 to invest from savings, existing investments and pensions
Why Octopus?
The confidence of expert advice.
The clarity of a financial forecast tailored to your life.
Refreshingly Human
We take time to really understand you – your goals, your worries, and what matters most. You’ll never feel judged or rushed or confused with complex jargon. Just supported, every step of the way.
Proven Expertise
Part of Octopus Group, with 25 years of investment experience and over £10 billion under management. We’ve helped 10,000s of people build smarter, stronger financial futures.
Exceptional Value
We combine innovative technology, expert guidance, and smarter investment strategies – helping you keep more of your money. Our clients often save thousands in fees over time compared to traditional firms.
A Force for Good
As a B Corp, we believe companies should be a force for social good – not just profit. We’re out to change financial services for the better and making high quality support available to more people.
Our story
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.
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.
- Income and expenses
- Savings
- Investments
- Pensions and retirement
- Your goals – big and small
- Adapts as your life changes
How we work
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
starts at £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
starts at 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
