Dreamers.
Planners.
Doers.
Octopus Money is a group of passionate people on a mission to transform lives by bringing friendly financial planning to millions across the UK.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want,1 financial stress is a leading cause of poor mental health2 and only 8% of us have access to 1-to-1 advice.
We have more apps but less real, 1-to-1 help than ever before. There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more.
The distance between your dreams and reality is action. So we’re here to help you follow through – with a range of custom portfolios, so you can have your pension and investments managed by experts.
We’re part of Octopus Group, a certified B-corp, trusted to manage over £13 billion on behalf of investors across the UK.3 You may already know us from one of our sister companies. We’re all founded from a shared DNA – exceptional customer service, great value and a mission to change the world for the better.
So what dreams do you have for your future and for your family’s future? We’re here to help you make them a reality.
1 Research from Investec Wealth & Investment (UK), March 2024
2 Research from Money & Mental Health Policy Institute
3 Octopus as at 31 December 2023 – Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.