Octopus Money Anmeldelser 386

I originally joined an OpenMoney Stocks ISA which is acquired by Octopus Money. I previously tried actively managing stocks but found it too stressful and often counter-productive, so I chose an option where it was controlled by experts.

It's been a few years since the Octopus Money transition. The management costs are still low. The site has improved and now provides more information than before on my ISA and the plan its under, while still being a site that's easy to understand and navigate

They recently offered to transfer to having a Coach/Adviser (original OpenMoney customers weren't transferred to this) which I accepted and have had 2 meetings. The adviser was warm and understanding of my personal situation. They asked what I wanted out of savings in the short and long term, and created a plan to reassure me that was possible. It felt like they listened and didn't try to fit my situation into a pre-defined form. It was helpful and I feel more secure with my savings plan generally.

My savings are relatively small but I didn't feel belittled for not being a high-earner. They seemed to be realistic in saying: "here's how we can get from where you are now, to where you want to be while taking into account the lifestyle and priorities you want while getting there". I have had previous financial advice from other places that made me feel like I was wasting their time (or worse, my life) by having lower earnings, modest goals, and not wanting to sacrifice everything else for some arbitrary savings number. Instead, this seemed a lot more realistic on what I could actually do and that it would be worthwhile to meet my aims.

I also appreciated how they showed care and respect by asking at the start of each meeting whether the scheduled end-time was a strict end for me (i.e. if I was busy afterwards) or if it could go overtime if required. I wasn't busy afterwards in either meeting but we only went overtime in the first one (by 5-10 minutes) but not the second. In both cases, I felt like they used the time well and checked throughout that I understood what they were saying and it fit with my goals. It felt like they only went overtime when it was required to make sure the information was correct, but that they would have strictly stuck to the time if I needed them to.

Kathryn was so good. Explained everything well, covered all the options, and genuinely understood the direction I was hoping to go in.

Bery took a keen interest in a difficulty I am having with signing into the account.

Do not go anywhere else!!! Had a wonderful experience from start to finish with Caroline Biebuyck. Very patient with me and explained every single step. Very knowledgeable and exceptionally helpful.

Caroline walked me through every single step to get my finances in better order, understanding my own pension pot and how to save better for the future.

The time that Caroline put into the plan was most appreciated and definitely helped put the long term plan into better perspective.

I am now just holding shortly before potentially going forward with a SIPP but am continuing to see Caroline for catch up during the year.

Caroline is a highly professional individual and a credit to her profession and the company. I would highly recommend both.

Extremely attentive service, and efficient consistent communication.

My direct debit was not due to be received by the end of the tax year, so the team that were working on a Saturday provided me with simple comprehensive solutions.

My Octopus Money Planner, S., has been such a fantastic support and very patient with my timeline and plan changes. Kudos to her for creating such a personalised detailed plan for me, and Octopus Money for their excellent service in general.

Really helpful friendly staff when I couldn't get in to my account really fast efficient service felt very looked after 👍😊.

Bery Sharif has kept in contact with me while I have been executor of my late mother's estate. She guided me through what I needed to do to close Mum's stocks and shares ISA and returned documents promptly. She has arranged to dedicate a tree with the Woodland Trust in Mum's memory which is a lovely idea. Of all the financial services I have had to deal with she is the only who made me feel that she understood what I was going through. I would not hesitate to recommend Octopus money and may invest with them myself.

A helpful review of finances as they stand and diff options to make it better over a term period.

I had my Octopus starter session today with Lisa, and she was very knowledgeable and trustworthy with clear, tailored guidance. Highly recommend!

Clare again was hugely supportive while being clear on what I need to focus on and the risks if I don't arrange some of the financial changes I need to put in place.
Also offered some additional opportunities to look for money where I may not have considered.

Caspian is a professional, thoughtful and thorough advisor who carefully answered all of our questions and has been instrumental in building our pension plan. Thank you so much!

There was a hiccup moving my plan across and Bery was super helpful, patient and prompt getting everything sorted. Great customer service, thank you!

Explanation about the financial tool and spreadsheet that showed projected growth of pension income etc

Helen is a great coach, very helpful, knowledgeable and friendly. We've only had two sessions so far but both have been great. Helen has a great understanding of my goals and needs.

Great working with Bery who’s been helping with our transfers she’s been quick to respond and helpful at each stage!

My coach has vast experience in the world of Finance. He is understanding, empathetic and purely there to help you reach your goals.

The coaching model makes sense to me and I am happy I have started this journey

Very informative, professional and made everything easy to understand.

Had a discussion with Bery Sharif concerning my account. Bery was very prompt at coming back to me and was extremely friendly and helpful. Thanks very much!

Phone call answered quickly and query dealt with immediately. Excellent service from the call handler.

My call was taken swiftly (no holding the line for ages as can be the case with certain providers) and was dealt with efficiently and courteously by Bery Sharif.