Octopus Money
Initial consultation free
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We believe everyone deserves affordable, 1-to-1 help with their money.
We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
We can advise you on
Clients
helped
35helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Colin Clark-Maynard
Financial Coach
Ms Kathryn Farmery
Financial Coach
What our clients say
j
James
After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.
k
Kieran
I had no idea how these meetings would go but I am very impressed with the service I have received. She is helping me mould my investments so my finances are easier to deal with, helping and advising...
j
Jess
She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.
r
Rachel
Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.
Legal information
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