Book your first financial coaching session

Get personal, impartial help with your money, and achieve your most important life goals.
Book your session

Schedule 30 minutes to meet with your coach…

  • Start asking your money questions
  • Discuss your personal goals
  • Get some initial recommendations from your coach
Book your session

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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.

Book your session

How pricing works

Your First Session

Free!

  • Start asking your money questions
  • Discuss your personal goals
  • Get some initial recommendations from your coach
  • Decide if it’s right for you
Book your session

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!

“It feels so freeing getting to the point where I’m in control of my money.” Natasha
“I wanted someone to guide me through the bigger financial decisions…now I email my coach all the time.” Charlotte
“We found out we could get an extra £6,000 towards our house purchase. … That was a big help.” Harry
“I was surprised by how far into my future I could see.” Becks
“There was such a solid, detailed, plan which was completely tailored to exactly what I needed.” Dharmesh

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.

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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.

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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.

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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.

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Achieve your goals!

We’ll be the first ones to celebrate with you as you reach your money goals.

Frequently Asked Questions

How will my session be held?
Most sessions are held via Zoom. A link to the Zoom meeting will be included in the calendar invitation which is sent to you after confirm your booking above. However, coaches can hold your session via phone instead, if you prefer. Please just let your coach know after booking your session.
Can my partner join the session?
Yes! If your partner would like to join the session they are more than welcome to do so. Your coach will view your finances as a whole, and there’s no additional cost for including your partner in a financial plan, if you choose to sign up to the full Octopus MoneyCoach service.
Are conversations with my coach confidential?
Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission. You can view our full privacy policy here.
Can Octopus MoneyCoach help me if I'm approaching retirement or have complex circumstances?
Our service is designed to help the vast majority of employees, though there are some circumstances in which we might recommend that you speak to a more specialist source of advice.

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.