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
A free introductory session to discuss your goals, priorities and current finances, and answer any questions you have.
If you want to proceed, you’ll pay £299 for your personalised financial plan.
Step 2
Planning Session*
30-45 minutes
A personalised forecast of your finances from now to retirement.
Get a clear guidance on how you could organise your money and what you might want to focus on first.
Step 3
Action Session
30 minutes
We’ll talk through the guidance we’ve shared and help you get going with any actions you might want to take, like opening up an investment account or creating a will*.
*If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.
Keeping savings in cash also comes with risk, as inflation can make your savings worth less over time.
Actions listed here are illustrative examples and do not consist of personalised guidance or financial advice.