Octopus Money Reviews 

416
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 123 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being friendly, knowledgeable, and genuinely helpful, offering clear explanations and personalized advice. The service is often described as efficient, smooth, and of exceptional value, positively impacting financial planning. Excellent customer service, quick response times, and professional query handling are also frequently highlighted. However, some customers noted communication and access difficulties, especially for those overseas, experiencing slow responses and issues with online chat or call centers. A few also mentioned delays in processing requests like savings withdrawals, finding the experience long-winded or unsuitable for their specific needs.

What people talk about most

Staff

Reviewers consistently express satisfaction with the staff, highlighting their helpfulness, professionalism,... See more

Service

Reviewers highlight positive aspects of service, with many recommending it for mortgage advice due to feeling... See more

Customer service

Users describe positive interactions with customer service, highlighting the helpfulness and knowledge of the... See more

User experience

Customers had positive experiences with user experience, finding the process smooth, straightforward, and... See more

Response time

Customers consistently note positive experiences with response times, with many reviewers highlighting prompt... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Puja and the Octopus Money team were super friendly, attentive and knowledgeable when dealing with my mortgage. Puja helped me through the whole process, answered all my burning questions and really... See more

Rated 5 out of 5 stars

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 financ... See more

Rated 5 out of 5 stars

I've been working with my Financial Coach Martin and have found him to be brilliant. He's thoughtful and insightful and is so easy to talk to. He's clearly very passionate about his role and I know he... See more

Rated 5 out of 5 stars

As a first time buyer, Octopus Money has been positively impactful as my mortgage broker. Puja clearly explained the mortgage process and different product options in simple terms. Puja c... See more


Company details

  1. Non-Bank Financial Service

About Octopus Money

Written by the company

At Octopus Money, we believe everyone deserves personal, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.

Through a combination of real, friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of.

First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.


  • Talk to a real person – Ditch the robots – get personalised help from a human
  • See your future – explore different scenarios with our powerful planning technology
  • Step-by-step plan – we'll make it easy for you to improve your financial future
  • Take action – easily set up your ISA and retirement account, with a custom portfolio, managed by our experts.

Join 71% of Octopus Money customers who feel more on track for the financial future they want.

Contact info

4.7

Excellent

TrustScore 4.5 out of 5

416 reviews

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Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 1 week

How this company uses Trustpilot

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4.7

All reviews

(416)

120 reviews in the last 12 months

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Rated 5 out of 5 stars

Sula is an asset to the team!

Sula was so easy to work with, explaining everything in detail and ensuring I understood it, no technical insider jargon. She was incredibly easy to talk to about my finances and genuinely wants to help. The costs involved are generously low. I look forward to working with you in the future when we are ready to commence the next stages. Will be recommending the service to friends and family.

July 28, 2025
Unprompted review
Rated 5 out of 5 stars

Comprehensive and reliable advice

I wouldn't hesitate to recommend the broker who advised me on my recent mortgage application (Owen). He kept me updated throughout, and was able to give sound advice on the best options to suit my situation. He also managed dealings with the bank through a couple of issues, which was helpful and reassuring.

June 26, 2025
Unprompted review
Rated 5 out of 5 stars

The Octopus Money Pension Staff are excellent

The Octopus Money Pension Person I Primarily liased beings Lewis Spurling was excellent with regular communication over the 7 month period during which I got 6 previous Occupational pensions combined into one easy to manage pension.
I also find the App refreshingly transparent

July 10, 2025
Unprompted review
Rated 5 out of 5 stars

Super Helpful Service

the expert advise given was clear, concise and very helpful as instructions were clear
My mentor was very supportive a great listener of what I needed
He gives clear goals for my future without feeling overwhelming
thank you!

July 3, 2025
Rated 5 out of 5 stars

Really insightful introductory session

Really insightful introductory session. Discussed short and long term financial goals. Advice for workplace pension and when to put towards this as employer also contributes and tax benefits of this. Investment advice - Stocks and Shares ISA compared to fixed rate ISA.

July 7, 2025
Rated 5 out of 5 stars

Valuable advice that will really pay…

Valuable advice that will really pay off...Alec has ben super helpful and very patient in running through my financial situation and how I can make my money work better for me. I would highly recommend.

July 1, 2025
Rated 5 out of 5 stars

Easy Consolidation with great support & advice

The help and support I have received in consolidating my pensions made the process very easy. Lewis & his team were always on hand to answer any questions & to help prompt myself &/or the pension companies for an update. I would definitely recommend this service.

June 19, 2025
Unprompted review
Rated 5 out of 5 stars

Would recommend Money Coaching to everyone

I've had two sessions with my Money Coach, Nick, and both have been incredibly insightful. They’ve given me a much better understanding of my finances and future goals.

Nick is great at explaining everything so clearly. I’ve always been a little overwhelmed with future planning but he shared lots of helpful information and material, while always keeping my current financial position in mind.

Getting access to the Money Plan and dashboard is also an amazing way to visualise the potential of my savings.

Really impressed and would definitely recommend a Money Coaching session to anyone looking for clarity and direction with their finances.

June 12, 2025
Rated 5 out of 5 stars

Intro session

Colin was lovely and welcoming for my first session, I feel confident in his ability to help me reach my financial goals!

June 5, 2025

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