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
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About Octopus Money
Written by the company
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.
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- 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
33 Holborn, EC1N 2HT, London, United Kingdom
- support@octopusmoney.com
- octopusmoney.com
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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.
the coach was knowledgeable and gave e…
the coach was knowledgeable and gave e great tips of where to start building my finances,
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.
Informative and helpful, in a safe space
Lisa is really informative, friendly and approachable. The sessions so far have been helpful and I have learnt a lot. I have already put useful and practical tips in place.
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
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!
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.
Really helpful and structured advice
Really helpful and structured advice. I feel a lot more confident about my financial future now that I've got a plan in place.
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.
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.
Helen was professional with empathy and…
Helen was professional with empathy and understanding, which put me at ease.
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.
Safe Space to talk about money
Octopus Money give me a safe space to talk about money with any help or worries I have. Corin Gibbon has really looked after me while navigating through, savings, pensions and mortgages.
Very clear, thought provoking and helpful
Very clear, good discussion and online tools really help visualise finances and how changes impact
Megan was great and I look forward to…
Megan was great and I look forward to the next meeting
Excellent overview and advice from…
Excellent overview and advice from Alec. Takes you through each step in details and covers all your options.
Intro session
Colin was lovely and welcoming for my first session, I feel confident in his ability to help me reach my financial goals!
My coach is excellent
My coach is excellent! He gave me very clear and useful tips and a very realistic plan.
Clear, actionable, flexible
Very clear, actionable, and realistic goals provided with flexibility for changing life circumstances!
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