Octopus Money
Proud to partner with Octopus Money
Having a financial plan is the biggest predictor of future wealth and financial wellbeing.*
That’s why we’ve partnered with Octopus Money to help you build a clear, personalised plan. By combining expert human guidance with smart digital tools, Octopus Money helps people feel confident about their financial future. They make planning more personal, more accessible and more effective.
Everyone deserves a clear plan for their money, no matter their starting point. That’s why they make it easy to speak to a qualified money expert who takes the time to understand your goals, helping you build a personalised plan that brings together all the pieces of your financial life.
Whether you’ve built up savings across different accounts, are thinking about retirement, planning for your family’s future, or unsure what to do next — Octopus Money can help you turn complexity into clarity, so you can move forward with purpose.
Sign up below for a free confidential introductory session. If you already work with an adviser, you’re also welcome to use this meeting to explore your situation from another perspective - with no obligation to take anything further.
Octopus Money is part of the Octopus Group, known for customer-first businesses in energy, investing and healthcare. As a certified B Corp they meet high standards of social and environmental impact.
*The Open University Business School & University of Georgia
Terms & Conditions
Your introductory session is designed to be pressure-free, with no cost and no obligation to go any further. Octopus Money does offer a full financial planning and advice service, if you decide it’s right for you. Additional fees may apply.
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.