Octopus Money Reviews 

The adviser was personal - approachable . and clear boundaries advised on what she could not advise on. Gave an bigger picture of the where we aim to get to , and how , and initial steps towards this. Look forward to our next session

Had a great call today with Paul Lee. I was impressed with the preparation info sent before the call so we could make the best use of the time. It was good to be able to talk through my goals and what provisions I'm making towards them. We covered all the questions I had on the initial call and I have decided to have a further planning call to continue the conversation. Paul made it clear what I need to do so I can get the most out of the next meetings. I'm looking forward to getting some recommendations and suggestions so I can build towards my future.

Already feeling more confident and motivated about my financial future and meeting my goals.

Owen was superb in helping me understand and navigate a recent mortgage application and offer, taking the time to answer all my questions throughout the process. I would highly recommend Owen and Octopus Money, and will be using them again in the future! Thank you Owen

Sarah was very informative and took time to listen to our goals - first meeting so early days so far

I did the financial coaching with Octopus and have not regretted it at all, finally feel like an adult(ish) and have all my finances finally in order.
Really easy to get in touch with them, really responsive and generally an all round great experience.
I have been with Octopus for well over a year now and sticking around

Customer service support was fast and solved my issue. I'm pleased with the way they handled my request.

Eye opening session
My coach was able to highlight things i didn't even consider important for financial planning.

Bery was so quick to reply to my question and gave me clear instructions on how to rectify my issue. Excellent service.

Kathryn has given me a lot of options to think about, and explains it in a way I can understand it. She is very friendly and relatable. I am now in the process of setting up an emergency fund and thinking differently about my pensions.

Great meeting with Terence, discussing my future financial plans. Got a good understanding of my current situation, how to save towards moving and keeping enough aside for travel too. Very helpful!

Corin has been instrumental in building my confidence and guiding me towards financial stability. Alongside this, the Money Team have provided excellent support with my pension and ISA requests, Bery in particular has been brilliant.

Really useful advice and financial modelling software. Excellent personal service

I've never taken part in a session like this before, so when the opportunity arose I jumped at the chance. I like to think I am sensible with finances and this was really just a financial health check for me. However, when speaking with my coach, Justin, I was blown away by the level of detail Octopus Money go to, and with such a personal touch. There was no hard sell/upsell at the end, the decision was very much mine. I feel comfortable with my financial future now, I have some actions I can take to protect my family in the long run, and I am really looking forward to seeing my personalised plan.

Mathew was very clear and patient in his explanations, easy to talk to.

Bery was really helpful, friendly and polite when I had an issue.
It was quickly resolved.

Owen was very useful with the different deals for our remortgage and was able to come to me at the right time without me having to remember it was time to remortgage.

The financial advisor was a great person, with warmth and patience

I loved chatting to Justine, she was so warm and friendly. Her approach of normalising and explaining the different options was really good.
I felt she understood where I was now in terms of finances and where I wanted to be. As well as the pressures of juggling family needs etc.
I'm looking forward to getting started and putting a plan together.

I am really pleased with the support Ramneet provided throughout the mortgage process.