Plan your family’s financial future
Peanut and Octopus Money are working together to help parents feel more confident about money.
Get started by booking a free session with a financial expert – no strings attached!
Schedule your free Session with an Octopus expert
Choose a time that works for you. We’ll discuss your financial goals, share initial suggestions and explain how we work, so you can decide if we’re a good fit.
How it works
Step 1
Starter Session
30-45 minutes
We’ll get to know your goals, priorities and current finances – and answer any questions you have. We’ll also talk you through the process of building your personalised financial plan.
Step 2
Planning Session
30-45 minutes
We’ll show you a personalised forecast of your finances from now to retirement – and share clear, tailored recommendations to help you make the most of it.
Step 3
Action Session
30 minutes
We’ll walk through your specific next steps – covering savings, pensions, investments and more. You can decide if you want to invest and continue to receive ongoing advice from us. We’ll be here whenever you need us to keep things on track.
Why Octopus Money
10,000s of people trust Octopus Money to help
them make the most of their hard-earned money.
Get matched with an accredited financial expert
We take time to really understand you: your goals, your worries, and what matters most. You’ll never feel judged or rushed or confused with complex jargon. Just supported, every step of the way.
Bring all the pieces of your financial life together
It’s hard to be sure how your savings, investments and pensions all fit together now and in the future. We bring everything into one clear, visual forecast, so you can see where you are today, where you’re heading and what to do next.
Stress-test your future plans
Create ‘what-if’ scenarios and test different life choices before you commit
- “What if I want to retire at 55 instead of 67?”
- “What if I take a career break?”
- “What if we renovate rather than move house?
Reduce the risk of costly mistakes
- Identify tax-efficient options
- Structure your savings properly
- Maximise your workplace benefits
- Good value investing options*
*According to an independent review by Boring Money in May 2025, Octopus Money costs less than the biggest names in financial advice.
OPTIONAL
Opt in to regulated advice that’s personalised for you*
Every year, we’ll recommend:
- Where to invest your money
- How much to invest
- How much to put in your pension
*We can help you understand if financial advice is right for you.
Meet the team
Our passionate and dedicated team of coaches
Mooka
Caspian