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Expert financial advice, at your fingertips

We help you do more with your money, with a tailored financial plan that's clear, straightforward and convenient.

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Jess - Customer Success
Jess
Customer
Success
Joseph - Financial Adviser
Joseph
Partner
Alex - Partner
Alex
Financial
Planner
Octopus chatJess - Customer SuccessJessJoseph - Customer SuccessJosephAlex - Financial plannerAlex
Sent 1 min agoHi, my income’s changed and I want to see if I should be changing my pension contributions. You able to help?
Jess - Sent 1 min agoHi James, no problem. Let me bring in the team and we can take a look.
Proud to be part of the Octopus Group | Founded in 2000 | £7.7 billion under management | 650,000+ customers

Financial advice, without the faff

An expert adviser, matched to your needs

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.

Get a tailored financial plan, geared to your goals

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.

See whether you're on track

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.

Some things are too important to DIY

Why do I need advice?

Financial advice is a weight off your mind – and a way to make sure your money's working as hard as it can.

Couldn't I just do it myself?

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.

Is it worth it?

The bottom line? People who take financial advice will typically end up better off than those who don't.

4550556065707580859095AgeSamstarts uniSam’sgraduationRetirementDownsizingMoneyruns outMove tocare home£1.2mbetter off

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.

Andy Sellers

Client of Octopus Wealth

How does it work?

1

Tell us about yourself

Answer some simple questions about your current situation, and tell us about what's on the horizon.

2

Initial review

We'll show how you're doing – and how you could do better. All without paying a penny.

3

Get up and running

If you go ahead, we'll get in touch with all your pension and account providers, finalise your plan and get you started.

4

Stay on track

We'll work with you to make sure your finances are on track to meet the goals you care about.

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Simple, straightforward and transparent on costs

We try and keep the fee stuff simple. £2,000 to build and kick off your plan. Then a 1.8% 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.

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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.

Richard Wazacz

CEO of Octopus Wealth

We're part of Octopus

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