We help you do more with your money, with a tailored financial plan that's clear, straightforward and convenient.
We'll pair you with a qualified adviser to keep your finances on track. Chat to them online, on the phone, or face-to-face.
Whether it's preparing for retirement, caring for your family or just getting your money working that bit harder, we'll build a financial plan to get you there.
Use our Lifeline tool to see how you're tracking against your goals – and see how your various assets and investments are performing in real-time.
Financial advice is a weight off your mind – and a way to make sure your money's working as hard as it can.
Well, will you? Building and maintaining a fully-fledged plan, not to mention keeping on top of changing rules and regulations, can be a full-time job in itself.
The bottom line? People who take financial advice will typically end up better off than those who don't.
Our free, fast and easy-to-use tool lets you…
We'll tell you how much you're set to retire with, and if you'll run out.
We'll take a look at your set-up and give you a score out of 100.
We'll give you some free pointers and things to think about.
The best thing about the team at Octopus Wealth has been how proactive and switched on they have been in dealing with myself and my wife over the last few months.
The guys have been warm, friendly and most importantly built trust quickly from offering sound advice.
Client of Octopus Wealth
Answer some simple questions about your current situation, and tell us about what's on the horizon.
We'll show how you're doing – and how you could do better. All without paying a penny.
If you go ahead, we'll get in touch with all your pension and account providers, finalise your plan and get you started.
We'll work with you to make sure your finances are on track to meet the goals you care about.
We try and keep the fee stuff simple. £2,000 to build and kick off your plan. Then a 1.5% annual fee to keep your finances on track. It covers everything – advice, investments, the lot – and is taken monthly, straight out of your portfolio.
We might not be the cheapest in the market, but we'll always be crystal clear on the costs involved, so you know exactly what you're paying – and what you get for it.
We're on a mission to help people do more with their money. No unnecessary jargon or complexity. Just smart financial advice, framed in simple, straightforward terms that make sense to you.
CEO of Octopus Wealth
We started out in 2000 as an investment company, but today we do so much more.
Across all Octopus businesses, we now have over 650,000 customers and our investments manage more than £7.7 billion.
We want Octopus to be a group of companies we're proud to tell our grandchildren about.Learn more