ISAs in the firing line? Stay one step ahead

Tom Francis, Head of Personal Finance, unpacks what we know, what it could mean for you, and how we can help you plan with confidence.

We’re on hand and ready to help

Government changes don’t have to disrupt your finances when you have the right plan in place. Our advisers are in high demand, so book your free session now to get clear on your financial strategy before slots fill up.

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

50+ advisers & coaches

Why Octopus Money

10,000s of people trust Octopus Money to help them make the most of their hard-earned money.

We start with your life – not just your money

We take time to really understand you – your goals, your worries, and what matters most. You’ll never feel judged or rushed or confused with complex jargon. Just supported, every step of the way.

We make the complex feel simple

No dense reports. No confusing jargon. Just clear, visual financial planning that makes it easy to engage and take action.

We’re led by our values

As a certified B Corp, we believe business should be a force for social good – not just profit. Our investment strategies are sustainable by default, with a focus on environmental and social impact.

We could save you thousands of pounds a year

According to an independent review by Boring Money, Octopus Money costs less than the biggest names in financial advice* – without compromising on quality

  • We use the most cost effective investments and products for your needs
  • We cap your advice fees, so you’ll never pay more than a set amount – no matter how much you invest
  • No hidden fees for top-ups, switching funds or transferring out

See how we help people like you

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”