Octopus Money Reviews 320

Very quick and helpful customer service, with Octopus Money staff responding to an email I sent within half an hour. Their customer service agent Omar handled my query, and was very helpful and profes... See more

Sula was so easy to work with, explaining everything in detail and ensuring I understood it, no technical insider jargon. She was incredibly easy to talk to about my finances and genuinely wants to he... See more

I did the financial coaching with Octopus and have not regretted it at all, finally feel like an adult(ish) and have all my finances finally in order. Really easy to get in touch with them, really r... See more

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 t... See more

Caspian is a professional, thoughtful and thorough advisor who carefully answered all of our questions and has been instrumental in building our pension plan. Thank you so much! There was a hiccup... See more

Bery Sharif has kept in contact with me while I have been executor of my late mother's estate. She guided me through what I needed to do to close Mum's stocks and shares ISA and returned documents pro... See more

Great money coaching from Bryn! Bryn was fantastic from start to finish discussing the options with us and building a bespoke plan to suit our needs. The sessions we had with Bryn were incredibly usef... See more

Structure, assistance, peace of mind. My coach's name is Colin Clark-Maynard. I have never felt so financially productive. In just two sessions, he has documented my confusion on paper, cr... See more

I am really enjoying these meetings!... Sharon has a wealth of knowledge and guidance to offer and i look forward to each upcoming meeting. It is nice that someone is interested in your future and hel... See more

the true test of customer service is what happens why things go wrong. In this case, Octopus Money, and in particular, Grace Orome, were fantastic. they persevered to resolve an issue that they di... See more

Valuable advice that will really pay off...Alec has ben super helpful and very patient in running through my financial situation and how I can make my money work better for me. I would highly recommen... See more

I wouldn't hesitate to recommend the broker who advised me on my recent mortgage application (Owen). He kept me updated throughout, and was able to give sound advice on the best options to suit my sit... See more

Caroline really helped me get organised with an easy to follow action plan. Having not being very disciplined most my adult life and living with my head in the sand, I finally bit the bullet in gettin... See more

I have been having difficulty transferring my ISA away from Octopus Money so got in contact with the support team. Bery has been unbelievably helpful to in solving my issues and is also incredibly kno... See more

I have a stocks and shares ISA, which I opened to invest an inheritance, with a company which Octopus Money Ltd bought. I like the Octopus website. I don't have to communicate via web chat in order... See more

Octopus Money give me a safe space to talk about money with any help or worries I have. Corin Gibbon has really looked after me while navigating through, savings, pensions and mortgages.

the expert advise given was clear, concise and very helpful as instructions were clear My mentor was very supportive a great listener of what I needed He gives clear goals for my future without f... See more

Been with Octopus Money for a couple years now through a workplace benefit programme, been meeting with my coach on a quarterly basis and has been a very helpful experience. I think my biggest pro to... See more

Owen recently helped me to sort out my mortgage which was coming to the end of its fixed term. We thought we had limited options due to our circumstances and Owen was able to not only explain that the... See more

Clare again was hugely supportive while being clear on what I need to focus on and the risks if I don't arrange some of the financial changes I need to put in place. Also offered some additional oppo... See more

Great customer service experience received from Bery Sharif today. I was returning to Octopus Money Coach Service for the second time and I had specific requests for the type of service I was... See more

I never write reviews, but a review for Octopus Money is certainly called for. Terrence is wonderful. He is so informative, and helpful. I have never had such a clear, and positive outlook on my finan... See more

My coach has vast experience in the world of Finance. He is understanding, empathetic and purely there to help you reach your goals. The coaching model makes sense to me and I am happy I have start... See more

Suzanne is absolutely brilliant at what she does. I'm not great with money management, but she has made me feel like I can achieve my goals by going through all of my finances with me and creating a v... See more

My Octopus Money Planner, S., has been such a fantastic support and very patient with my timeline and plan changes. Kudos to her for creating such a personalised detailed plan for me, and Octopus Mone... See more

Do not go anywhere else!!! Had a wonderful experience from start to finish with Caroline Biebuyck. Very patient with me and explained every single step. Very knowledgeable and exceptionally... See more

The help and support I have received in consolidating my pensions made the process very easy. Lewis & his team were always on hand to answer any questions & to help prompt myself &/or the pension comp... See more

I've had two sessions with my Money Coach, Nick, and both have been incredibly insightful. They’ve given me a much better understanding of my finances and future goals. Nick is great at explain... See more

Bery was so quick to reply to my question and gave me clear instructions on how to rectify my issue. Excellent service.

Sarah was very informative and took time to listen to our goals - first meeting so early days so far

Owen was very useful with the different deals for our remortgage and was able to come to me at the right time without me having to remember it was time to remortgage.

Customer service support was fast and solved my issue. I'm pleased with the way they handled my request.

I've used the service for 1-2 years and working with Caroline for advice on how to get my personal finances in order. She helped advise me on where I should be putting my savings to protect against em... See more

Owen has been absolutely brilliant at helping us secure a mortgage, answering all of our many questions extremely promptly and helping us through the highs and lows of house buying process and explain... See more

Had to phone up to try and find documents from a previous pension provider I was with before being moved to Octopus Money. Grace was not only able to tell me exactly where to go, but sent the informat... See more

Kathryn has given me a lot of options to think about, and explains it in a way I can understand it. She is very friendly and relatable. I am now in the process of setting up an emergency fund and th... See more

Great meeting with Terence, discussing my future financial plans. Got a good understanding of my current situation, how to save towards moving and keeping enough aside for travel too. Very helpful!

Lisa Hayes was absolutely lovely, a great listener, very respectful and patient with me especially given the 9am Monday slot and my messy hair! I feel like going forward Octopus Money and Lisa can rea... See more

Really insightful introductory session. Discussed short and long term financial goals. Advice for workplace pension and when to put towards this as employer also contributes and tax benefits of this.... See more

I loved chatting to Justine, she was so warm and friendly. Her approach of normalising and explaining the different options was really good. I felt she understood where I was now in terms of financ... See more

Lisa is really informative, friendly and approachable. The sessions so far have been helpful and I have learnt a lot. I have already put useful and practical tips in place.

I've never taken part in a session like this before, so when the opportunity arose I jumped at the chance. I like to think I am sensible with finances and this was really just a financial health check... See more

Eye opening session My coach was able to highlight things i didn't even consider important for financial planning.

Had a great call today with Paul Lee. I was impressed with the preparation info sent before the call so we could make the best use of the time. It was good to be able to talk through my goals and what... See more

Owen was superb in helping me understand and navigate a recent mortgage application and offer, taking the time to answer all my questions throughout the process. I would highly recommend Owen and Octo... See more

The adviser was personal - approachable . and clear boundaries advised on what she could not advise on. Gave an bigger picture of the where we aim to get to , and how , and initial steps towards this... See more