Start with a free chat

Build your plan together

Put it into action

I grew up in London and the Caribbean where I learnt the importance of stability, family and future planning. I pride myself on being a good listener and as a Chartered Financial Planner and Fellow of the Personal Finance Society with 15 years of industry experience, my aim is to speak in everyday language and simplify financial matters in a way that the everyday person would understand. No jargon, just clear actionable steps to improve your financial position.

In my role, I assist people with bridging the gap between their current financial reality and their future dreams—whether that means planning for retirement, investing for capital growth and/or income, saving monies on their tax bill, or simply finding peace of mind. 

At Octopus, we believe that everyone deserves access to great financial advice, no matter where you are starting from. By combining smart, visual technology with real-life, one-to-one human advice, we make building a secure financial future simple, transparent, and accessible to everyone.

Away from the office, you can find me telling stories about the Caribbean, enjoying the Arts in London, relaxing by the South Coast, appreciating the views of the Yorkshire Dales and supporting the mighty Arsenal.

Enrico Smith
  • 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

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