We offer a service that includes access to your own money coach, plus digital advice. This service includes working with a coach to build a financial plan. With your plan in place, we'll be able to recommend the right investment amount and strategy to reach your financial goals.
You'll need to fill out our Risk Questionnaire which will determine your risk tolerance. Based on these factors, our digital adviser will recommend one of our 10 investment portfolios which will be reviewed by our investment specialist team.
If you're interested in this service, then head to our website to read more.
(Please note: if you've joined from either OpenMoney or evestor, we can't currently offer your this full service. However, do let us know if you're interested in hearing more by emailing support@octopusmoney.com).