The future you want starts with a plan
That’s why we’ve partnered with Octopus Money to offer you discounted 1-to-1 Financial Planning.
That’s why we’ve partnered with Octopus Money to offer you a discounted 1-to-1 Financial Planning Session.
Your session will be with a money expert who will take time to understand your goals. Together, you’ll build a personal plan to make your money work harder for you, with clear next steps you can put into action straight away.
Normally £299, the session is available to our members for £269.
Who is this suitable for?
Regulars and Reservists serving in the United Kingdom’s Armed Forces: The Royal Navy/Royal Marines, the British Army and the Royal Air Force. Veterans and MOD civilians and contractors.
Who are Octopus Money?
Part of the group that launched Octopus Energy, Octopus Money helps thousands of people across the UK take control of their money - from first-time savers to seasoned investors - with practical, honest money guidance that fits real life.
They understand that military life is unique. That’s why they’ve partnered with us to offer personal, 1-to-1 support that works whether you’re serving or transitioning into civilian life.
Why get a financial plan?
Military life doesn’t always follow a straight path, and neither do your finances. Whether you’ve received a lump sum, started thinking about retirement or simply want to make your savings go further, having a plan can help you make the most of what you’ve earned.
A financial plan isn’t just about numbers — it’s about choices. A plan helps you understand where you stand today, what’s possible in the future and how to get there.
You’ll walk away with clear, practical steps you can take straight away — and the peace of mind that comes from knowing you're on the right track.
How do I sign up?
Simply visit the weServed page at Octopus Money and book a session.
Learn MoreSupport Beyond Service
Personal financial planning support designed for Veterans, those leaving the Armed Forces, and their families, helping you make confident decisions at every stage of civilian life.
Clear Civilian Transition
Practical, one-to-one financial guidance that helps you navigate the move from military to civilian life, with clear steps you can take immediately.
One-to-One Expert Support
Dedicated sessions with a qualified financial expert who takes time to understand your situation and helps you build a plan that fits real life
Straightforward Financial Clarity
Honest, jargon-free financial planning that helps you understand where you stand today and what options are available for your future.
Plan With Confidence
A structured financial plan that gives you clarity, direction and peace of mind, so you can move forward knowing your money is working harder for you.
Veteran Money Guidance
Financial planning shaped around the realities of military service, transition and family life, delivered with understanding, respect and practical insight.
Proud Armed Forces Covenant signatory
Octopus Money has signed the UK Armed Forces Covenant, underlining its commitment to supporting personnel, veterans and military families with fairness, respect and practical financial support.
