SA

Sarah

United Kingdom

Reviews

Review of Octopus Money


Rated 5 out of 5 stars

Initial financial planning Stater Session call

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 provisions I'm making towards them. We covered all the questions I had on the initial call and I have decided to have a further planning call to continue the conversation. Paul made it clear what I need to do so I can get the most out of the next meetings. I'm looking forward to getting some recommendations and suggestions so I can build towards my future.

September 17, 2025