The future you want starts with a plan
With a clear financial forecast, expert 1-to-1 support and a simple way to manage your investments, 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
Get help with your money at a fair, transparent price
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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
- If it’s right for you: opt in to receive regulated advice and invest with us
Who’s it for?
- Individuals with up to £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 qualified 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?
- Households with £200k+ to invest from existing savings, pensions & investments
Our approach
Everything in one clear forecast – built around your life
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.
Invest in your future with confidence
Our online investment platform gives you everything you need to help your money work harder.
- Expertly managed portfolios
- Simple and straightforward experience
- Keep track of your performance anytime, in one place
- Access to guidance and support when you need it
Meet the team
Our passionate team of experts
Our coaches and planners offer education and support to help you get clear on your money.
Our advisers are qualified to give regulated financial advice and personal recommendations when you need them.
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
Your plan
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 where you stand today and how things could look in the future
- Get a clear set of tasks to help you put your plan into action
Stay on course
From 1.15% (all-in)
- Opt-in to get regulated advice, including personalised investing and pension recommendations
- We build and manage an investment portfolio tailored to your needs
- 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 £9.6 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 make investing and high-quality advice available to more people at a fair price.
We’ve been named
Advice Firm of the Year!
At the Money Marketing Awards 2025, we were recognised for our mission – transforming the way people experience financial planning.
See how we help people like you
* Octopus as at March 2025. Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored, and is based upon the latest information available at the time of the calculation. The figure includes Octopus Investments, Octopus AIF Management and Octopus Investments Australia.