1-to-1 money advice
for everyone

We believe everyone deserves personal, 1-to-1 help with their money.

We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.

What it costs

Start by getting a financial plan that’s 7x more affordable than others.2

1

GETTING STARTED

Your Financial Plan

We’ll work with you 1-on-1 to build your personalised financial forecast and action plan

Industry Average2

£2,000

Octopus Money

£299

2

ONGOING

Investment and Pension Advice

Once you have a plan, we’ll manage your investments and pensions for you, alongside ongoing advice and 1-to-1 support

Industry Average2

1.9%

From your investments (per year)

Octopus Money

From 1.15%

From your investments (per year)

Read more about our fees here


Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.