50+ advisers & coaches

Meet our coaches

From all walks of life, up and down the country, all of us at Octopus Money share a mission to help everyone make the most of their money.

We’re building the country’s most loved community of personal finance experts

  • We only accept individuals truly passionate about our mission.
  • Everyone goes through our training and accreditation
  • Ongoing support and mentorship from our head office
  • Every call recorded for quality
  • Dedicated team to monitor and review calls

People we’ve helped

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.”