Book your Starter Session here. Your employer has already covered the cost – so it’s free.
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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 and investing recommendations
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
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Great news! Your employer is covering the full cost of our service for you.
Normally, our clients pay £299 per year, but you’ll have full access for free.
Of course! It’s really important that you feel completely comfortable and understand all the ways we can help you with your finances.
We give everyone one free session – no strings attached – to make sure you understand how we work, see if we’re a good fit for you and hear some initial suggestions we'll have for you.
We’re for anyone who wants to make more of their money and stay on track with their finances.
Customers often come to us when…
Your first session will last around 30 minutes.
After you book a time that works for you, we’ll ask you to answer a few questions so we can get to know you and your situation a bit better.
When you join the session, we’ll discuss your current circumstances and any money goals you have in mind. If you don’t have any goals, that’s okay – we can help you come up with some that are important to you.
Then, we’ll suggest which areas of your finances might need attention, and highlight the opportunities and challenges in front of you. These will be general tips and tricks, as we’ll only be sharing our initial thoughts.
Finally, we’ll explain our financial planning service, where we can build you a custom financial plan and help you sort your pensions, investments and more. Then, you can decide whether it’s right for you.
All of our sessions are held via video chat. A link to the meeting will be included in the calendar invitation which is sent to you after confirm your booking above.
Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission.
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.