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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.