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A house in the country

Thousands of 5-star reviews

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”
“Excellent and friendly advice. It's motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”
“After just 2 calls I feel so much better about my finances and making short and long term plans - such peace of mind.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I'm thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs."

What It Costs

£25 per month

Great news! Your employer is covering the full cost of our service for you.

Normally, our clients pay £299, but you’ll have full access for free.

Frequently Asked Questions

Can I try the service before signing up?

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.

Who is it for?

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…

  • They’re saving to buy a property.
  • Their family is growing and they’re thinking about their kids’ futures.
  • They want to make sure they’re on track for retirement.
  • They’ve got several big goals in mind and I want to build the right strategy to save for all of them in the best way.
What will happen during the Starter Session?

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.

How will my session be held?

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.

Are the conversations confidential?

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.