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Chemistry check…make sure it’s right for you


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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

Your Resources

Learn with Octopus Money

A hub of articles and guides covering a range of money topics

Monthly Webinars

Live sessions and Q&As every month

Money Team Helpline

Ask us any general money questions you have (but speak to your coach about things specific to your situation)

Frequently Asked Questions

Can I try the service before signing up?

Of course you can! It’s really important that you feel comfortable and understand all the ways we can help you with your money plans. In fact, we give everyone one free session – think of it like a chemistry check, to make sure you get on, get some initial tips and make sure the service is right for you.

Who is it for?

We're for anyone who wants to make more of your money and feel on top of your finances.

Here are just a few of the reasons we hear most often from clients:

  • “I want help buying my first property.”
  • “I’ve got kids on the way and I want to make sure my finances are in order.”
  • "I want to make sure I've got a plan for my kids' education."
  • “I’ve got several big goals in mind and I want to check I’m saving for them all in the best way.”
  • “I’m thinking ahead to retirement and want to make sure I’m going to have enough"
What will happen during the Starter Session?

Your first session will last around 30-45 minutes.

First, we'll ask you a bit about 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, once we know a bit about you, we'll suggest which areas of your finances most 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 planning service, where we can build a custom money plan for your goals, and you can decide whether it’s right for you.

How will my session be held?

All of our sessions are held via Zoom. A link to the Zoom meeting will be included in the calendar invitation which is sent to you after confirm your booking above.

Can my partner join the session?

Yes! If your partner would like to join the session, they are more than welcome to do so. In fact, we encourage it! We'll view your finances as a whole, and there’s no additional cost for including your partner in your money plan, if you choose to sign up to get a plan.

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.