Your friend has a plan for their money.
Ready to build yours?
With a clear financial forecast and expert 1-to-1 support, we’ll help you feel confident you’re making the right decisions with your money.
Please note: Your friend shared this link. They’re not a financial adviser and aren’t recommending any specific course of action.
If you choose to go ahead, any guidance or advice that’s suitable for you will come from Octopus Money.
To redeem your voucher
Answer a few questions and book your free session with a coach or adviser.
After your free session, decide if you want to go ahead and build your plan (costs £299).
Once you’ve signed up we’ll email you and your friend a link to get your £100 voucher to spend at 120+ retailers.
How our service 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
+ get £100 voucher
- 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
Invest
with us
From 0.58% to 1.25%
- Fees vary per product. Wealth Planning includes ongoing regulated financial advice at 1.25%
All investing products include:
- High quality, low cost portfolios
- No hidden costs for top-ups or switching funds / no exit fees
- Access to 1-to-1 support to navigate life’s twists and turns
We’ll find the right support for you
Financial Planning
At a glance
- Work with an accredited financial coach
- Get a detailed plan that brings together all the pieces of your finances
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
Important bits to read
- You’ll receive your vouchers when you sign up to build a financial plan with us, via either our Financial Planning or Wealth Planning routes (at the cost of £299).
- Once you’ve followed the steps to confirm your sign up, you and your friend will each receive an email with a link to choose your £100 voucher from 120+ high street retailers.
- Don’t forget to read our full offer terms here (some limits and exclusions do apply).