Justine was flexible. There were changes to my circumstances since my last meeting. So she listened patiently, adjusted my profile and a fresh recommendations were created for me to review. Really wor... Toon meer
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Lees wat reviewers zeggen
Puja and the Octopus Money team were super friendly, attentive and knowledgeable when dealing with my mortgage. Puja helped me through the whole process, answered all my burning questions and really... Toon meer
The people I have dealt with at Octopus have been responsive, easy to talk to and clear to understand. My financial forecast with Ben Atherton provided me with a lot of reassurance around financial pl... Toon meer
Puja has been a star at arranging our remortgage. She's been really helpful in explaining and modeling out our different options. We were really stressed about our remortgage as rates are very volatil... Toon meer
Bedrijfsgegevens
Over Octopus Money
Geschreven door het bedrijf
At Octopus Money, we believe everyone deserves personal, 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.
Through a combination of real, friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of.
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
Join 71% of Octopus Money customers who feel more on track for the financial future they want.
Through a combination of real, friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of.
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
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- Talk to a real person – Ditch the robots – get personalised help from a human
- See your future – explore different scenarios with our powerful planning technology
- Step-by-step plan – we'll make it easy for you to improve your financial future
- Take action – easily set up your ISA and retirement account, with a custom portfolio, managed by our experts.
Join 71% of Octopus Money customers who feel more on track for the financial future they want.
Contactgegevens
33 Holborn, EC1N 2HT, London, Verenigd Koninkrijk
- support@octopusmoney.com
- octopusmoney.com
4,7
Uitstekend
386 reviews
Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 1 week
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Customer care is very good
Customer care is very good. Omar sorted my problems out professionally
1 mei 2025
Review zonder uitnodiging
Sula has been wonderful
Sula has been wonderful, she has listened to my needs and concerns and provided a great way forward.
13 mei 2025
Simple and efficient
Simple and efficient.
All I want when dealing online
Thank you
13 mei 2025
Review zonder uitnodiging
Starter Session
First session was very good - helps to talk through your goals and current situation. Thanks Steve, looking forward to more
13 mei 2025
I found it easy and simple
12 mei 2025
The flexibility given within the tool…
The flexibility given within the tool to adjust future changes/goals is amazing. Most calculators I had used online is very rigid and provide details based on my current status only. This enables me to put in some of my future goals/changes and thus see how my finances are impacted. One improvement I would like to see is if there is a possibility to see what is needed to achieve the future goal. Say, if I have a target annual pension, can the tool provide details of how much should I contribute towards to achieve this goal?
2 mei 2025
Antwoord van Octopus Money
Hi Kiran, this is such a lovely review to read! We just wanted to get back to you on your suggestion for a future improvement to let you know we're working on a solution for this as we speak! So it's really reassuring to hear that it's something you'd find useful. Thanks again for sharing.
Change of name - Support from Bery
Very was highly efficient and her actions were effective. Her friendly and supportive approach was much appreciated, enabling my change of name to be carried out without issue.
I recommend Octopus Money.
6 mei 2025
Helpful advice
My advisor gave me practical helpful advice and resources that allows me to plan for the future and take control of my finances.
6 mei 2025
Excellent response time and customer…
Excellent response time and customer service from Omar R in respect of a stocks and shares ISA question.
1 mei 2025
Review zonder uitnodiging
Very pleasant, professional and helpful.
Bery Sharif was very helpful and realised the service I was offered initially wasn't the most suitable so immediately arranged for a different contact for my circumstances - very pleasant, professional and helpful.
29 april 2025
Review zonder uitnodiging
Brilliant Mortgage Advisor
As a long outstanding octopus energy customer, I was really keen and excited to use their financial services, and I am pleased to say that they did not disappoint.
Owen who is a Mortgage Advisor has been incredibly supportive and helpful throughout the past few months as we work our way through sale and purchase.
We have even had to change our purchase property and his support has been unwavering ensuring that we obtain the best deal possible.
I would absolutely recommend Octopus financial financial services and would like to thank Owen for his hard work in helping us.
24 maart 2025
Review zonder uitnodiging
Cash ISA deposit
I deposited some money in my Cash ISA and Omar contacted me to check if I wanted to have it registered to the 24/25 tax year while it wasn’t a requirement for me he was thoroughly professional and a pleasure to communicate with.
3 april 2025
Review zonder uitnodiging
Excellent first call
Excellent first call with a really pleasant financial coach. I am looking forward to getting my financial house in order with her support.
15 april 2025
1st tailored session
Sharon explained everything clearly and in a very pleasant manner. The demonstration on how to use the plan was easy to understand. I already feel more focused on my goals and what I want to achieve.
14 april 2025
Clear and helpful
11 april 2025
Excellent service
Excellent service, Sharon explained everything clearly and detailed. Excited for our next session.
10 april 2025
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