The Second Session with Caroline was just as informative and reassuring as the introductory Session. We spoke about setting realistic goals based on Data that I provided about my finances which provid... Näytä lisää
Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Katso, mitä arvostelun kirjoittajat sanovat
Multiple changes required. The finance plan should consider everyone bringing in household income: some people want to manage their money independently but we manage ours together - why can't we pl... Näytä lisää
Yritys on vastannut
I recently used Octopus Money to sort out my mortgage and would highly recommend. Puja was great from start to finish - knowledgeable, responsive, and made what can be a stressful process feel v manag... Näytä lisää
Having Caroline as my coach these past few years really helped me focus my spending towards fulfilling my goal of buying my first house. She's supported me with very useful information and given me... Näytä lisää
Yrityksen tiedot
Tietoja yrityksestä Octopus Money
Yrityksen kirjoittama
Through a combination of real, friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of.
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
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- Talk to a real person – Ditch the robots – get personalised help from a human
- See your future – explore different scenarios with our powerful planning technology
- Step-by-step plan – we'll make it easy for you to improve your financial future
- Take action – easily set up your ISA and retirement account, with a custom portfolio, managed by our experts.
Join 71% of Octopus Money customers who feel more on track for the financial future they want.
Yhteystiedot
33 Holborn, EC1N 2HT, London, Yhdistynyt kuningaskunta
- support@octopusmoney.com
- octopusmoney.com
Pyytää asiakkailta arvosteluja
Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja
On vastannut 100 %: iin saamistaan huonoista arvosteluista
Vastaa yleensä 1 viikon sisällä
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
I had another excellent experience with…
I had another excellent experience with Octopus Money. Puja Hathi helped me secure a mortgage and was incredibly knowledgeable and professional throughout the process. She kept a close eye on rate changes and managed to secure an even lower rate for me. Highly recommend!
Mortgage Broker - A personal touch
A personal touch in a digital world. From the outset, my contacts at Octopus wanted to speak to me. I felt they wanted to understand my circumstances, and would work with me. I have a financial background and have had mortgages before - they took this into account and didn't waste my time explaining things I understood. However, my circumstances were slightly complex - they grasped this and worked with me and the bank to achieve my aim. Their communication was clear and excellent. Whilst Ramneet originally engaged with me (and was great), he passed me over to Puja who was fantastic. It helps I got the mortgage offer I wanted. But even then, I felt Puja was delighted for me.
I can strongly recommend Octopus Money if you need a mortgage broker who provides that personal touch!
I've been working with my Financial…
I've been working with my Financial Coach Martin and have found him to be brilliant. He's thoughtful and insightful and is so easy to talk to. He's clearly very passionate about his role and I know he's getting the right outcome for my finances. The Plan we've set up is flexible, simple to navigate and it separates the recommendations into manageable chunks. I would happily recommend Octopus Money and Martin Way to my family and friends.
Very quick and helpful customer…
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 professional. Thank you!
Great Advisor
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. Look forward to our next session
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.
Great first session with Anouski
Already feeling more confident and motivated about my financial future and meeting my goals.
Mortgage Application Recommendation
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 Octopus Money, and will be using them again in the future! Thank you Owen
Sarah was very informative and took…
Sarah was very informative and took time to listen to our goals - first meeting so early days so far
Finally in control of my finances
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 responsive and generally an all round great experience.
I have been with Octopus for well over a year now and sticking around
Expedite support
Customer service support was fast and solved my issue. I'm pleased with the way they handled my request.
Eye opening session
Eye opening session
My coach was able to highlight things i didn't even consider important for financial planning.
Excellent Service
Bery was so quick to reply to my question and gave me clear instructions on how to rectify my issue. Excellent service.
Kathryn is very relatable
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 thinking differently about my pensions.
Great meeting with Terence
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!
Fantastic Support on My Journey to Financial Stability
Corin has been instrumental in building my confidence and guiding me towards financial stability. Alongside this, the Money Team have provided excellent support with my pension and ISA requests, Bery in particular has been brilliant.
Really useful advice and financial…
Really useful advice and financial modelling software. Excellent personal service
Great first session.
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 for me. However, when speaking with my coach, Justin, I was blown away by the level of detail Octopus Money go to, and with such a personal touch. There was no hard sell/upsell at the end, the decision was very much mine. I feel comfortable with my financial future now, I have some actions I can take to protect my family in the long run, and I am really looking forward to seeing my personalised plan.
Mathew was very clear and patient in…
Mathew was very clear and patient in his explanations, easy to talk to.
Bery was really helpful
Bery was really helpful, friendly and polite when I had an issue.
It was quickly resolved.
Trustpilot-kokemus
Kuka tahansa voi kirjoittaa Trustpilot-arvostelun. Arvostelun kirjoittajalla on oikeus muokata tai poistaa niitä milloin tahansa, ja ne näkyvät niin kauan kuin tili on aktiivinen.
Käytämme omistautuneita ihmisiä ja älykästä teknologiaa alustamme turvaamiseen. Lue lisää siitä, miten torjumme väärennettyjä arvosteluja.
Tutustu Trustpilotin arviointiprosessiin.
Varmennus auttaa takaamaan, että Trustpilotissa lukemasi arvostelut ovat todellisten henkilöiden kirjoittamia.
Kannustimien tarjoaminen arvosteluille tai arvostelujen pyytäminen valikoivasti voi vääristää TrustScore-tulosta, mikä on sääntöjemme vastaista.








