Your friend has a plan for their money.
Ready to build yours?
With a clear financial forecast and expert 1-to-1 support, we’ll help you feel confident you’re making the right decisions with your money.
Please note: This referral to Octopus Money does not suggest that financial advice is right for you. Any advice or guidance will come from Octopus Money, who will help you understand if it’s right for you.
To redeem your voucher
Enter your details above. If valid, your code will appear and you can click continue.
Answer a few questions and book your free session with a coach or adviser.
After your free session, decide if you want to go ahead and build your plan (costs £299).
Once you’ve signed up, you and your friend will each receive a link to get your £100 voucher to spend at 2,000+ retailers.
How our service works
Get started
With a free video chat
- We’ll help you understand exactly what you’re getting – and what it costs – before you pay anything
- We’ll help you create a financial checklist and build your personal profile
Your plan
From £299
+ get £100 voucher
- We start with your goals – so we can help you create the future you want
- Over a few 1-to-1 sessions, we bring everything together in a simple, visual financial forecast – so you know where you stand today and how things could look in the future
- Get a clear set of tasks to help you put your plan into action
Stay on course
From 1.15% (all-in)
- Opt-in to get regulated advice, including personalised investing and pension recommendations
- We build and manage an investment portfolio tailored to your needs
- With ongoing advice, you’ll always have access to 1-to-1 support to navigate life’s twists and turns
What we offer
Financial Planning
At a glance
- Work with an accredited financial coach
- Get a detailed plan that brings together all the pieces of your finances
- If it’s right for you: opt in to receive regulated advice and invest with us (from 1.15% of your investments)
Who’s it for?
- Individuals with up to £200k to invest from existing savings, pensions & investments
- Individuals more than 5 years from retiring
Wealth Planning
At a glance
- Work with our wealth strategy team – including a qualified financial adviser and planner
- Grow and protect what you’ve built – with tax-efficient strategies, retirement planning and inheritance tax planning
- Tailored advice for complex wealth needs
Who’s it for?
- Households with £200k+ to invest from existing savings, pensions & investments
See how we help people like you
Important bits to read
- You’ll receive your vouchers when you sign up to build a financial plan with us, via either our Financial Planning or Wealth Planning routes (at the cost of £299).
- Once you’ve followed the steps to confirm your sign up, you and your friend will each receive an email with a link to choose your £100 voucher from over 2,000 high street retailers.
- Don’t forget to read our full offer terms here (some limits and exclusions do apply).
