Can I get financial advice from you? – Octopus Money

This depends on whether you’re on our ‘Pick Your Portfolio’ service or our ‘Coach + Digital Advice’ service. We have a handy table below to show exactly what you’ll get with each service.

Pick Your Portfolio	Coach + Digital Advice
No coach or financial advice available to help you Pick from our 3 portfolios, based on risk you think is right for you No advice on withdrawals or deposits (you choose) No advice on opening new accounts (you choose)	Your dedicated expert on hand whenever you need them A personalised financial plan, capturing your goals and actions to achieve them Yearly review of your financial plan/investments Matched with 1 of 10 portfolios (that best fits your needs)

Related articles