Schedule your free intro session with an Octopus adviser
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.
Why Wealth Planning matters
You’ve worked hard for your money – now make sure it’s working hard for you
Whether you’re thinking about retirement, planning how to pass on wealth or simply want to protect what you’ve built – we’re here to help.
How it works
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
From 1.15% (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
How we can help
We’ll review your circumstances and craft a custom plan
Reviewing, optimising and managing your investments
We’ll assess your current portfolio – analysing costs, performance and risk. If you’d like us to manage it, we’ll build a strategy tailored to your goals, then keep it on track through regular reviews and rebalancing.
Preparing for retirement
Explore and stress-test scenarios like retiring early, downsizing, or phased retirement – and see what’s financially possible.
Creating income from your assets
We’ll build a smart, tax-efficient plan for taking an income in retirement – so your money goes further for longer.
Passing on wealth
From inheritance tax planning to gifting strategies, we’ll help you protect your family’s future.