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Build your plan together

Put it into action

As a Financial Adviser, my favourite question to ask clients is, “If you had enough money and didn’t have to work, what would you do?” This simple yet profound question helps guide my approach to financial planning. I help clients structure their finances to align with their personal goals, ensuring they achieve the right balance between long-term financial security and living a life they truly enjoy.

After graduating in Mathematics and Business Management from Queen Mary, University of London, I began my career working in international financial advice, spending five years living and working in Paris and The Hague. Upon returning to London, I spent a further eight years working in financial advice for UK residents before joining Octopus Money in 2024.

I joined Octopus Money because I am passionate about advice being accessible to everyone through a clear, un-intimidating process. Sometimes goals can seem too large, but with a tailored, actionable plan and ongoing support, you’d be surprised how much you can achieve.

Outside of work, I enjoy live music, theatre, and attending TV studio recordings. I’m also actively involved with homeless charities, offering my time and support to those in the local community.

I’m currently saving for a year-long sabbatical to travel the world in my late 40s (still some time away!), rather than waiting until retirement.

Chantelle Elmi

Meet the team

Liam Moran

Associate Financial Adviser

I help people make sense of their finances – retirement, inheritance, or complex matters.

Lauren Smith

Client Support Executive

I gather client information and keep them informed to support clear, holistic advice.

Who do we specialise in supporting?

  • Those with £200K+ in savings, pensions or investments
  • People navigating complex financial decisions
  • Those wanting to protect their wealth and use it wisely

How it works

More about our pricing

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

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 exactly where you stand and where you’re going

  • We’ll make specific recommendations about what’s right for you

Investing + Advice

From 1.25% (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
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