Octopus Money Reviews 386

Disappointing.
Automatic transfer from Openmoney to Octopus Money a few years ago.
Had a call with an advisor who tried to sell the services etc only for him to backtrack after as they don't offer the advice service to those of us from Openmoney, apparently.
Emailed an enquiry the other day re drawdown, to be told that Octopus Money don't have this feature.
Right.
So, you can't advise me, and you can't let me access my money.
The advisor went on to basically say tough luck, you may as well tranfer elsewhere; heres your account number, off you pop.
I don't feel a valued customer by Octopus Money.
Not impressed - and yes, will, be transferring out.

I found it incredibly valuable. I learnt a lot about my finances and options for the future.
I feel much more in control and optimistic about some changes I can make now that will help me achieve my financial goals

I really appreciate the clarity of Caroline's communication. Her help in articulating my goals and the accountability she provides are invaluable. We're only part way through our journey, but I'm already feeling more in control and less anxious.

Colin was great - really helpful and gave practical advice - which is key when there is so much information out there. It's easy to become overwhelmed

Excellent service from Octopus Money, Caroline.

Had 2No productive calls to date which have resulted in 2No main actions being completed:
1) Health policy review - now on new policies and upto date
2) Monthly income and expenditure review

I have a financial plan set up but my main issue with this is, the figures inputted do not allow Net pay less monthly deductions to be considered.
Due to many financial commitments (monthly deductions) like most, for me the plan is on the more favourable side when considering Net pay less financial commitments. Currently the financial plan shows we have more money left that we actually do to be saving which is not realistic.

Other than the above, excellent service and as a result of meetings to date, financial review completed and looked to be on track for a comfortable retirement.

I never write reviews, but a review for Octopus Money is certainly called for. Terrence is wonderful. He is so informative, and helpful. I have never had such a clear, and positive outlook on my finances. Since my sessions with Terrence, my partner and I feel positive about our financial success and future... I always look forward to my sessions, they are insightful and I gain even more knowledge and understanding about money and financial education each session.

Very helpful support from customer service executive (Bery Sharif), regarding the transfer of a cash isa into the existing octopus stocks and share isa.

Excellent couple of sessions with Caroline so far, have taken some really useful tips already and also looked at longer term financial planning. Looking forwards to the next sessions and seeing some tangible benefits in my personal finances.

Helpful structure and guidance in working through a complex field- I was learning through the process

Quick to resolve an issue with direct debit with great customer service

Personal and responsive customer service

I received quick and clear communication and feedback about recent transactions from my Octopus customer support executive (Bery) - much appreciated.

My coach was so helpful to show me how I should save my money to get my dream home and the plan makes it so real cause I see exactly when I can achieve it by!

Dealing with omar kept me informed of problem and when resolved. Good service

My pension was moved from evestor to octopus in Dec 2023, I found it a smooth transfer, I recently decided to move to another pension provider for my personal choice not anything to do with octopus just wanted all my pensions in one place, I emailed them regarding issues and they were answered in a timely manner, very helpful customer service, never had an issue with them in the year I was a customer.

Fantastic service provided by Sula at Octopus Money, thank you very much!

An interesting session about how to plan ahead, regardless of your goals! Looking forward to my next sessions.

Excellent customer service from Bery who handled my request quickly and professionally.