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Build your plan together

Put it into action

I provide advice to clients in clear and simple terms that ensures that they optimise their financial situations which enables them to reach a point in their lives where they can do the things they want to do, rather than the things they have to do, because they are better off financially as a result of the advice I have provided to them.

I became a Financial Adviser in 1990, based in the City and West End of London. I moved from employment and built a self employed practice in the mid 1990’s, whilst also recruiting and training individuals to become Financial Advisers.

I am very passionate about my industry and profession and believe that people have a higher probability of achieving success in their long term objectives with a plan put in place by a Financial Adviser.

I want to make advice accessible to all and to help close the advice gap and give our clients the confidence that as clients of Octopus Money that they are not only getting great added value advice, a better investment experience and potentially better outcomes, but because of our investment philosophy – they are having a positive impact on people and the planet.

I am saving towards a world trip with my family where we will take in Japan, Hawaii, San Francisco, New York and then back to London!

Paul Collins

Meet the team

Caspian Paget

Associate Financial Planner

I’ll help you map out your goals and aspirations to create a clear picture of the life you want. 

Ben Atherton

Senior Paraplanner

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

Emmy Izekwe

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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