STEP 1
Start with a free chat
STEP 2
Chemistry check… make sure it’s right for you
STEP 3
Get your personalised money plan
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
The peace of mind that we experience once we have our finances sorted is priceless. Everyone deserves to enjoy life without money worries and to achieve their dreams.
I’m from a poor background – we barely had enough money to learn how to manage! By experiencing my own journey and the real miracles that come from managing your money strategically and with care, it became a personal mission for me to spread the word and help as many people as I could to do the same.
Your relationship with money in the longest one you’ll have in your life. So, the healthier it is, the better! That’s why my approach is to find a way of fitting financial planning into your life and routine in a natural way. After all, we are all busy, right?
Once you learn to deal with your finances strategically and with care, you’ll see your dreams are much easier to achieve!
Having someone who you can talk to about topics as sensitive as your financial worries, plans and dreams is powerful in and of itself. But if that “agony aunt” is actually an expert who knows what she is talking about and will be able to guide you towards your goals, you’ve struck gold!
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£299
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.
Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.
Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.
As with all investing, your capital is at risk. 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.