Our coaches have
4.8 out of 5 stars
What it costs
You’re eligible for one free coaching session every year.
But if you’d like a personalised financial plan, plus help making the changes that will improve your financial future, we charge one flat fee for a year of support.
It usually costs £249 per year for the full Octopus MoneyCoach service. But good news…your employer lets you to pay through salary sacrifice, which will save you money. By paying through your salary, you will save between 32% and 42% (depending on your tax bracket).
Your total annual fee could be as low as £12 per month. Your coach will explain in more detail during your first session.
How pricing works
Your First Session
- Start asking your money questions
- Discuss your personal goals
- Get some initial recommendations from your coach
- Decide if it’s right for you
Yearly All Access
£25 per month£12-17 per month*
You’ll get access to our full yearly service and pay through salary sacrifice, which means that the fee is deducted from your salary before you pay tax or National Insurance.
*With a 12 month commitment
Financial coaching is for everyone!
How it works
Book a time to meet your coach
Tell your coach about your big goals and any money questions in a free starter session.
Decide if it’s right for you
There’s no obligation after your first session. Take your time and decide if it’s right for you.
Get a fully customised financial plan from your coach
Once you sign up, your coach will start building a full plan designed around your goals – that covers everything from budgeting to saving, mortgages to pensions.
Get ongoing support when you need it
You and your coach will catch-up every 3 months to see how you’re getting on – and you can message them as often as you need in between.
Get free introductions to specialists who can help
Ever struggled to find the right money person to talk to? If there’s something we can’t help with, we’ll connect you to best people for you.
Achieve your goals!
We’ll be the first ones to celebrate with you as you reach your money goals.
Frequently Asked Questions
For instance, if you’re thinking of withdrawing money from your pension within the next 5 years, or if you are looking for advice on investing more than £200,000, then you may need more specialist help than Octopus MoneyCoach can provide.
If in doubt, please do book in your session and your coach will help you to work out what would be the best option for you. They can also refer you to a specialist adviser, if you would like them to do so.