Octopus Money Reviews 386

Helen was professional with empathy and understanding, which put me at ease.

I've had two sessions with my Money Coach, Nick, and both have been incredibly insightful. They’ve given me a much better understanding of my finances and future goals.

Nick is great at explaining everything so clearly. I’ve always been a little overwhelmed with future planning but he shared lots of helpful information and material, while always keeping my current financial position in mind.

Getting access to the Money Plan and dashboard is also an amazing way to visualise the potential of my savings.

Really impressed and would definitely recommend a Money Coaching session to anyone looking for clarity and direction with their finances.

Octopus Money give me a safe space to talk about money with any help or worries I have. Corin Gibbon has really looked after me while navigating through, savings, pensions and mortgages.

Very clear, good discussion and online tools really help visualise finances and how changes impact

Megan was great and I look forward to the next meeting

Great stuff, good advice on personal financial situation and goals

Excellent overview and advice from Alec. Takes you through each step in details and covers all your options.

Colin was lovely and welcoming for my first session, I feel confident in his ability to help me reach my financial goals!

My coach is excellent! He gave me very clear and useful tips and a very realistic plan.

Very clear, actionable, and realistic goals provided with flexibility for changing life circumstances!

thoroughly going through all elements of what helps

Sharon was very clear and understood my needs

Well structured session, super helpful advice, great experience, really looking forward to working with Octopus Money!

I really enjoyed chatting with Justine because she set out exactly what Octopus do and how it can help me, and it made me excited!

Be very wary of Octopus , they will say they are the largest VCT company which is probably true . My wife & I made two significant investments in Octopus Titan VCT , the first in November 2020 currently 34% down , the second in 2022 currently 41% .
We have many investments & realise investments go up & down .
Octopus have given no honest explanation to our financial adviser for these significant falls which are not reflected in other VCTs
Octopus have dumped many of their heavy loss making investments into this VCT . They could do it with your money . AVOID Octopus Titan VCT & Octopus financials at all cost

Owen has been absolutely brilliant at helping us secure a mortgage, answering all of our many questions extremely promptly and helping us through the highs and lows of house buying process and explaining everything so clearly and our options at each stage. We could not have done it without him!

Found the ongoing communication and support extremely helpful during a very long pension transfer (not caused by Octopus). Specifically, thank you to Lewis S who was great!

Informative, explained the process well on what can be offered. Clearly an expert in her field.

Lisa Hayes was absolutely lovely, a great listener, very respectful and patient with me especially given the 9am Monday slot and my messy hair! I feel like going forward Octopus Money and Lisa can really help me demystify and take control of my finances, and map out and achieve my goal of early retirement.

Had to phone up to try and find documents from a previous pension provider I was with before being moved to Octopus Money. Grace was not only able to tell me exactly where to go, but sent the information I needed to my documents section to make it more easily found. She was extremely helpful and polite. Thanks