Octopus Money Opiniões 

420
TrustScore: 4.5 em 5

4,7

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 3 em 5 estrelas

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... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Informações sobre a empresa

  1. Serviços financeiros não bancários

Sobre Octopus Money

Escrito pela empresa

At Octopus Money, we believe everyone deserves personal, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.

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.


  • 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.

Informações de contacto

4,7

Excelente

TrustScore: 4.5 em 5

420 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,7

Todas as opiniões

(420)

110 opiniões nos últimos 12 meses

Escreva uma opinião
Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Very helpful and insightful.

Andy was my coach and was very helpful during the sessions. His knowledge and understanding was more than adequate and the sessions were insightful. I enjoyed the sessions as he was also very approachable and easy to talk to.

13 de fevereiro de 2026
Classificada 5 em 5 estrelas

I am truly grateful to Paul L. from Octopus Money

I am truly grateful to Paul L. from Octopus Money for helping me gain a clear understanding of my financial status and for guiding me on how to manage it effectively for future growth. His insights, practical advice, and structured approach have made complex financial matters much easier to understand and apply, giving me greater confidence in planning ahead.

3 de fevereiro de 2026
Classificada 5 em 5 estrelas

Mortgage support and advice

I had an excellent experience working with my mortgage advisor, Puja. From the very beginning, they demonstrated a high level of trustworthiness, making the entire process feel transparent and stress‑free. They took the time to listen carefully to my needs and fully understand my financial situation, which made their guidance feel genuinely personalised.
Throughout the journey, their support was outstanding. Their responses were always timely, often getting back to me much quicker than expected, which made the whole process smooth and efficient.
I would highly recommend them to anyone looking for a dependable, knowledgeable, and supportive mortgage advisor.

2 de fevereiro de 2026
Classificada 5 em 5 estrelas

Excellent for Personal Finance newbies

Great coaching experience. I felt personal Finance to be overwhelming where I had no idea about investing, pensions etc. Now I feel more confident and I am on the right path. Doing coaching helped me switch to a higher interest rate ISA so that great.

30 de janeiro de 2026
Classificada 5 em 5 estrelas

Great Service

Puja was great as my mortgage broker - fast, attentive and friendly, a great overall service. Would definitely recommend!

15 de janeiro de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Puja was great

Puja was great, took her time to understand our requirements and acted on it fast. 4 days from initial conversation to offer!

15 de janeiro de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

As a first time buyer

As a first time buyer, Octopus Money has been positively impactful as my mortgage broker.

Puja clearly explained the mortgage process and different product options in simple terms.

Puja communicated effectively and quickly responded to my queries. She is easy to get hold of and proactive with updates.

Puja took the time to understand my unique needs and she tailored her advice accordingly, she went above and beyond in her service of care.

Puja helped me to secure a great rate, thereby helping me save money and she made the process stress-free.

I would strongly recommend Octopus Money to friends, family, or others in similar circumstances.

19 de dezembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Puja Hathi mortgage broker

Puja Hathi has been outstanding throughout my remortgage journey, providing a level of service that has truly exceeded my expectations. From the very beginning, she has been proactive, approachable, and incredibly supportive, always taking the time to explain each step in clear, reassuring detail. Her responsiveness has been exceptional — no matter how small my question was, she replied quickly and with genuine care, making the entire process feel smooth and well-managed. Puja’s knowledge and professionalism gave me complete confidence in every decision, and her ability to break down complex information made everything far easier to navigate. I genuinely couldn’t have asked for a better broker, and I would wholeheartedly recommend her to anyone looking for reliable, efficient, and personable mortgage advice.

12 de dezembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Puja is fantastic!

I have been working with Puja on my remortgage which is due next year, she has been so responsive and helpful to my queries especially when it comes to my changes in request. I would recommend Puja to anyone looking for a friendly helpful advisor to assist in remortgaging.

27 de novembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Smooth, stress-free mortgage process

I had a fantastic experience working with Puja at Octopus Money as a first-time buyer. The whole process was completely new to me, but Puja explained everything clearly and made it feel extremely straightforward. There was zero pressure to take out any additional products – everything was well explained and genuinely in my best interest.
She managed to secure me a great deal and even after I’d pressed the go button on the application, she proactively reduced the rate when a better one became available. That level of care and attention really stood out.
I’d highly recommend Puja, especially to anyone who is new to the property market and wants support from someone knowledgeable, patient and trustworthy.

20 de novembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Great Mortgage Broker

We used Octopus Money as a mortgage broker. Our mortgage advisor was very responsive and efficient in dealing with our application. She went above and beyond in managing to port our existing mortgage over at the same rate (after previously being told we couldn’t do this by the bank) as well as negotiating an even lower mortgage rate. In addition to this she was polite and a genuinely nice person. I would recommend this to anyone looking for a broker.

7 de novembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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!

7 de novembro de 2025
Opinião espontânea

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