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Put it into action

I’m an Associate Financial Adviser at Octopus Money and I am currently working towards Chartered status.

I have been with Octopus Money for over a year working closely with our advisers to produce suitable recommendations for our clients. I have recently started to move into an adviser role, where I’m managing my own client bank alongside continuing to support fellow advisers within the business.

Our mission to simplify financial advice and make it accessible to everyone is what motivates me each day. I am passionate about putting the client at the heart of everything we do, bridging the advice gap and helping clients achieve their financial goals.

I’m a keen sports fan and enjoy following the mighty Chelsea FC but when I need to unwind, you’ll find me on the golf course, enjoying the perfect mix of challenge and relaxation.

I’m currently saving for a holiday to Thailand and South East Asia.

Liam Moran

Meet the team

Ben Atherton

Senior Paraplanner

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

Ameena Hasan

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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