Schedule your free starter session with an Octopus expert
Choose a time that works for you. We’ll discuss your financial goals, share initial suggestions and explain how we work, so you can decide if we’re a good fit.
Join 200,000 people across the UK who have access to the experts at Octopus Money
How it works
Step 1
Starter Session
30-45 minutes
We’ll get to know your goals, priorities and current finances – and answer any questions you have. There’s no charge for this session – if you want to proceed, you’ll pay £299 for your personalised financial plan.
Step 2
Planning Session*
30-45 minutes
We’ll show you a personalised forecast of your finances from now to retirement. You can then opt in to get clear, tailored recommendations to help you make the most of it.
Step 3
Action Session
30 minutes
We’ll walk through your specific next steps – covering savings, pensions, investments and more. You can decide if you want to invest and continue to receive ongoing advice from us. We’ll be here whenever you need us to keep things on track.
*You’ll have the option to opt-in and receive recommendations for your investments and pensions as part of our regulated advice service. Financial advice isn’t right for everyone. We’ll help you understand if it’s right for you.