We're for anyone who wants to make more of your money and feel on top of your finances.
Here are just a few of the reasons we hear most often from clients:
- “I want help buying my first property.”
- “I’ve got kids on the way and I want to make sure my finances are in order.”
- "I want to make sure I've got a plan for my kids' education."
- “I’ve got several big goals in mind and I want to check I’m saving for them all in the best way.”
- “I’m thinking ahead to retirement and want to make sure I’m going to have enough."
If you have over £200,000 in investible assets, complex circumstances or are approaching retirement – it might be better for you to speak to one of our financial advisors. But don't worry, your coach will be able to put you in touch with the right person.
Please note: If you joined Octopus Money from OpenMoney or evestor, we're not set up to offer you our coaching service right now. But please bear with us – we'll let you know how you can get started once this does come available. If you're particularly interested in this service, and understanding how else we can help support you with your money, drop us an email to support@octopusmoney.com and a member of the team will be happy to help.