Grow and protect your wealth, the Octopus way
As your wealth builds, things get a bit more complex. That’s where our experienced team of regulated financial advisers come in, ready to help you achieve your goals.
We believe financial planning can transform lives
- We start with your life and your goals – not products.
- We build you a forecast to visualise your long-term finances.
- We provide you with a strategy to turn your dreams into a reality.
- Always straightforward and absolutely no jargon.
Meet our passionate, dedicated team
We’re on call, year-round, whenever you need it. And here for a detailed review of your financial position every year.
A different approach to wealth management
We’re here to help you dream bigger, with practical financial strategies so you can live the life you really want.
Sustainable, by default
We’re a certified B-Corp, on a mission to change the world of investments for the better. We offer sustainable investment strategies, focused on positive environmental and social impact.
Bring your finances to life
Forget long, dull paper reports. We translate industry jargon into plain English and take a more visual approach to financial planning. All so you get a more engaging and enjoyable experience.
Expertise at every life moment
Across the Octopus Group, we offer deep legal and financial support, whenever you need it. We have experts in lasting power of attorney, will writing, divorce, separation and co-parenting, mortgage advice, and much more.
How we can help
Retirement planning
Build your roadmap to financial independence and make sure you’re on track for the retirement you dream of
Tax planning
Get help navigating all aspects of tax planning, with a strategy to manage the taxes you pay and take full advantage of all the options available to you
Financial protection
Safeguard your financial future, so you and your loved ones have the security and peace of mind you deserve
Investing for the next generation
Secure a brighter future for your children, with tax-efficient strategies designed around your wishes
Inheritance tax and estate planning
Make sure your loved ones get the most from the assets you leave behind, with strategies tailored to your unique circumstances
Fair, transparent fees
We work to keep our fees simple and easy to understand – with no hidden fees for top-ups or switching funds.
Take a look at our full fee breakdown.
How it works
Meet your adviser
Meet one of our financial advisers, authorised and regulated to provide complex advice.
Get your financial plan
Get a personalised financial plan and investment strategy, built around your goals and financial assets.
We do the hard work
Our specialist team will execute your plan, including building and managing the investment portfolios that best match your needs.
Real, friendly people – always on hand
We monitor your investments and ensure they’re on track – with annual reviews and unlimited access to our specialist team.
An experienced team you can trust
We’re a B-Corp business, proudly part of Octopus Group. You may know us from our sister companies, but Octopus was actually founded in 2000 as an investment company. Today, we manage more than £13 billion* for investors all over the UK.
*As at March 2024 – Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.
Meet with us for a free intro session
Choose a time that’s convenient for you.
Who is this service for?
Our specialist team can support clients who are already investing (or looking to invest) more than £200,000 – as a couple or on your own. This includes assets in your old workplace pensions.
If you’re looking to invest less than £200,000, please book a session here.
Unfortunately, we’re unable to work with US citizens or US dual citizens due to IRS reporting requirements.
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Frequently Asked Questions
Who is this service for?
Our specialist team can support clients who are already investing (or looking to invest) more than £200,000 – as a couple or on your own. This includes assets in your old workplace pensions. Speak to one of our advisers and they’ll be able to tell you more about what we do, in a no obligation introductory call.
Unfortunately, we’re unable to work with US citizens or US dual citizens.
If you’re looking to invest less than £200,000, you can book in with one of our accredited coaches and use our digital adviser here.
What will happen during the Starter Session?
Your first session will last around 20 minutes. The primary purpose is for you to learn more about us and how we work, so you can decide if we’re right for you.
When you join the session, we’ll discuss your current circumstances and any money goals you have in mind.
Then, we’ll explain our planning and advice service and answer any questions you have.
Do I need advice?
Knowing that your finances are being taken care of by a professional can give you real peace of mind. Some of the reasons our customers reach out for help are:
- They’re interested in investing but want professional guidance to build the right portfolio.
- They’re not sure if they’re on track for retirement or need help creating a retirement plan.
- Their financial situation is becoming more complex and they value professional help to make sure they’re managing and growing their money in the best, most tax-efficient way.
- They’ve had big life changes like marriage or divorce, which have had an impact on their finances.
- They’ve come into an inheritance and want to manage it in the right way.
- They want help planning their estate and protecting their assets for their children.
I already have investments. How do I know if it’s better for you to manage them?
We’ll never recommend that you move your assets if it’s not the right thing for you. After we build your financial plan and strategy, we’ll do an in-depth analysis of your current investments and pensions, including what they’re invested in, how they’ve performed, and what you pay before presenting our recommendations. You make the final call about what to do with your money.
*Octopus as at 31 December 2023 – Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.
