What’s financial advice?

Money isn’t everything, but life has a way of making it feel like it is. That’s where financial advice can help, by ensuring your finances are geared up to help, not hinder, your life choices.

Do I really need it?

Some things are too complex and important to DIY. When it comes to life’s biggest questions – your family, your work, your retirement – we think it’s best to leave nothing to chance. After all, the choices you make today can have unforeseen impacts that last a lifetime, so it’s crucial you get it right.

Couldn’t I just do it myself?

Well, will you? It’s all too easy for financial planning to easily fall down the list of priorities; a task you mentally file away for ‘another time’, but which you never quite get round to. When you’re knee-deep in the present, the future can seem like a bit of a luxury.

Besides, keeping on top of changing rules and regulations, and monitoring how they affect your personal finances, can be a full-time job in itself. Even experienced investors struggle to stay on top of their finances. So don’t struggle alone, get financial advice.

Not convinced?

If you’re not sure whether financial advice is right for you, why not take a read of our guide?

Download now
How does it work?

Your life goals:
mapped

We work hard to get to know your life goals, then build a plan to get you there. We call it the Lifeline: your visual indicator of how you’re tracking against the objectives you care about.

Graph of Thomas and Elizabeth’s finances mapped against their life events such as retirement and buying a villa, alongside a projection of how Octopus Wealth could improve their situation. Graph of Thomas and Elizabeth’s finances mapped against their life events such as retirement and buying a villa, before Octopus Wealth
Shown for illustrative purposes only.

Ready to ask more of life?

We love questions. So if you’ve got a few yourself, why not get in touch to see how we can help?

Leave your details with us here and one of the team will give you a call to take things forward.

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