Why should I choose you?
Straight-talking financial advice,
on your terms
We’re refreshingly Octopus
Let’s face it, ‘finance’ can be a bit stuffy. It’s a world of jargon, as intimidating as it is impressive. Well, we’re on a mission to blow away the cobwebs and breathe new life into the sometimes complicated world of personal finance.
Our business model is simple. We work hard to get to know you and your life goals. And then we work even harder to help you get there.
Because we’re built around your life
We realise that what excites you probably isn’t what excites the experts who’ll be building your plan, so we frame it in a way that makes sense to you. We call it the Lifeline.
And we’ll do it all in a way that works for you – whether that’s through Skype from the comfort of your living room, a quick phone call between meetings, or a face-to-face here at our office. After all, what’s the point of a life plan if it doesn’t work around your life?
Because we’re fair and transparent
We try and keep it simple. A flat fee for building your initial plan, then another fee for our ongoing advice and management of your investments – with no hidden charges or exit penalties.
You’ll always know what you’re paying, and we’ll never catch you out with unexpected costs along the way.
Because we’ve got a wealth of experience
Octopus Wealth is home to a fast-growing team of highly experienced chartered financial planners. And through our high-quality, tailored advice you can tap into the resources of Octopus Investments, with its 120-odd investment professionals who collectively manage more than £8 billion.
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.