Book A Session - Octopus Money

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.

“After just two sessions, I already feel more in control of my financial future.”

“I wasn’t sure that I’d get anything from the session. I was wrong. Really enjoyed it.”

“It has motivated us to carry out things we should have done years ago.”

“Made me feel very much at ease straight away.”

“It’s making me think about my finances differently.”

“Reassuring to know I’m on the right track with my investments.”

Join 200,000 people across the UK who have access to the experts at Octopus Money

How it works

STEP 1

Book your free session

At Octopus Money, it all starts with a conversation about your dreams. Choose a convenient time for a video call to meet our team.

STEP 2

Tell us about yourself

The more we understand your situation, the more we can help. Before we meet, we’ll ask you to complete a few questions about your finances.

STEP 3

Get your financial plan

Discover your financial blind spots and the best path forward. We’ll bring your future to life with a timeline of your goals, alongside all the pieces of your financial life.

STEP 4

Put it into action

Whether it’s sorting your old pensions, setting up an ISA, getting a will and much more…we’re here to help. And make sure you finally get it done!

STEP 5

Stay on track

Our experts look after your pensions and investments for you. Monitoring, adjusting and keeping you on track. As things change in your life, we’re always on hand to update your plan and strategy.

BOOK MY SESSION

Thousands of 5-star reviews

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”

“Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”

“After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.”

“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”

“Very approachable and down to earth, great sessions that are very specific to my needs.”

“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

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