Octopus Money Reviews 386

Good sound advice from someone who is really listening to my own financial situation

Justine was flexible. There were changes to my circumstances since my last meeting. So she listened patiently, adjusted my profile and a fresh recommendations were created for me to review. Really worth the time.

My funds were transferred from a Virgin Investment ISA to a similar Octopus account afew months ago.Perfotmance pretty ordinary and try getting all your money out in one go !!!!
I wish I had read some of the 1 Star Reviews before I permitted the transfer to this bunch of Trumps !

Clear explanation and very helpful service, double checking all details and being patient with me

Very useful session and good to explore possibilities around the direction I could take

Friendly, professional and helpful advice, delivered remotely and a time to suit you. I found the service to be very beneficial in setting my goals and working to achieve them.

Puja and the Octopus Money team were super friendly, attentive and knowledgeable when dealing with my mortgage. Puja helped me through the whole process, answered all my burning questions and really thoroughly educated me at each step. She also went out of her way to offer guidance during the negotiation and application stages which left me in such a stronger position.

Couldn't recommend Puja and the OM team enough - thanks so much - it's been great working with you!

From the moment Octopus took over Virgin Money, the process of access and communications has been rock bottom

If you live overseas without a UK mobile number, you are shafted. Email CS - call us - umm 7 hours time difference plus costly call fees to sit on hold? No Thanks. Eventually they promised to call me - which they did eventually at 3 am while I was asleep and missed the call.

Nect, buy a viritual UK mobile number (not too bad per year - but still a cast) - signed in, accessed the account then signed out

Tried to sign in 3/4 hours later and blocked - we need to check some information - please call the UK...... oh dear.

Customer service is dire at best. Emails asking for feedback on how they did? pass.

The people I have dealt with at Octopus have been responsive, easy to talk to and clear to understand. My financial forecast with Ben Atherton provided me with a lot of reassurance around financial planning, plus some helpful tips. My mortgage consultant, Puja Hathi worked to tight deadlines to help me secure the rate I wanted and was friendly and helpful.

Helpful, friendly service with detailed and tailored advice.

From start to finish, Puja kept us up to date with progress, reassuring and professional. Having been on a substandard mortgage before, the move to a high street lender at half the rate we were paying was very welcome.

From our very first conversation, Puja understood exactly what we needed and made a plan to resolve our financial situation. Puja was amazing throughout and we now have financial security.

Really reassuring, impressive personalised service!

I signed up with doubts about whether I could be helped, and a nervousness about my financial future plans.
After meeting with Bindu I now have a direction and feel more confident.

Fabio Sanchez is very helpful with a calm manner and made everything easy to understand.

Puja has been amazing throughout the entire mortgage process - I have saved quite a bit of money on my mortgage and that is all thanks to her excellent advice!

Thanks so much!

Our money consultant was so easy to talk to friendly and listened to what our goals were and helped us achieve them, was very happy with the service

After being hopelessly mismanaged by Virgin Money my pension fund was transferred to Octopus money. Unfotunately they appear to be equally incompetent. The fund has dropped £12,000 in a month! Who would have thought that a war would result in stocks falling - not this lot obviously.

I have quite a complex financial set up and with rates shooting back up and my fixed term coming to an end its all been rather unnerving. Puja has been brilliant, understood my situation perfectly and I feel completely at ease with next steps and no where near as concerned as I was pre speaking with her

Puja has been a star at arranging our remortgage. She's been really helpful in explaining and modeling out our different options. We were really stressed about our remortgage as rates are very volatile at the moment. Puja has helped alleviate any stress, made sure things moved really fast with our application and has been super responsive to any queries we had. I highly recommend Puja and Octopus Money for any mortgage needs!