Here's what my clients are saying

"The process is very very visual. The examples which you gave brought it to life and made it seem real. It was very very good." 

-Tim, Recruitment executive

"Not seen this be done before, really logical way of doing it, everyone could benefit with having advice like this."

-Gareth, Business owner 

Octopus started out in 2000 
as an investment company, 
but today we do so much more... 
Across all Octopus businesses, we now have over 1.5 million customers and our investments manage more than £9.1 billion*.
We want Octopus to be a group of companies we're proud 
to tell our grandchildren about.

We're part of Octopus

* As of 30th September 2020

Got a question about pensions or investing? Book a free discovery call and I'll help you understand your options. 

Book now

Qualifications

Simon is a Chartered Financial Planner as recognised by the Chartered Insurance Institute and has also achieved the designation of ‘Chartered MCSI’ from the Chartered Institute for Securities and Investments 

He holds various additional qualifications and awards from these regulatory bodies including a Certificate in Discretionary Investment Management from the Personal Finance Society.

Why I became a financial adviser

I moved into financial advice in my late twenties after successfully founding and running an education based business for five years. Not wanting to spend my entire career in education, I then moved into finance, an area which I had always been interested in. 

My wife and I have always had a love for travel and we decided to move to Dubai. However, things weren’t quite as I had expected. 

Dubai suffers from a lack of financial regulation and numerous investors are unfortunately mis-sold to. I very quickly lost faith in the industry and those who work in it. 

Fortunately, at the time there was one firm who took a stand against the lack of regulation and educated clients on what to look out for and how to achieve their financial objectives. I began working for them and this allowed me to shadow Chartered Financial Planners, sit all of my exams and learn how to truly make a difference to people’s lives by providing holistic financial advice.

My role was to help people get their finances back on track and ensure that they could still achieve their objectives.

My proudest achievement

When my wife and I repatriated in early 2020, this was what attracted me to Octopus Wealth. Octopus Wealth is on a mission to change how financial advice is perceived and delivered in the UK. For me, it was a natural fit. Feel free to get in touch and I will be happy to tell you more about this.

In my spare time

Watching or playing sport: I’m a huge rugby and football fan and love to spend time running, playing squash or golf - and skiing when possible! 

I enjoy podcasts, reading and love travelling and experiencing new things. My wife and I recently took 8 months off and travelled the world. I would highly recommend it!

Give me a call: +44 (0)203 997 4720

Got a question about pensions or investing? Book a free discovery call and I'll help you understand your options. 

Book now

I moved into financial advice in my late twenties after successfully founding and running an education based business for five years. Not wanting to spend my entire career in education, I then moved into finance, an area which I had always been interested in. 

My wife and I have always had a love for travel and we decided to move to Dubai. However, things weren’t quite as I had expected. 

Dubai suffers from a lack of financial regulation and numerous investors are unfortunately mis-sold to. I very quickly lost faith in the industry and those who work in it. 

Fortunately, at the time there was one firm who took a stand against the lack of regulation and educated clients on what to look out for and how to achieve their financial objectives. I began working for them and this allowed me to shadow Chartered Financial Planners, sit all of my exams and learn how to truly make a difference to people’s lives by providing holistic financial advice. 

My role was to help people get their finances back on track and ensure that they could still achieve their objectives. 

When my wife and I repatriated in early 2020, this was what attracted me to Octopus Wealth. Octopus Wealth is on a mission to change how financial advice is perceived and delivered in the UK. For me, it was a natural fit. 

Feel free to get in touch and I will be happy to tell you more about this.

Starting my own company from scratch which led to providing employment for 10 people.

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What People Are Saying About Octopus Wealth

The best thing about the team at Octopus Wealth has been how proactive and switched on they have been in dealing with myself and my wife over the last few months”

ANDY SELLERS

Hi, I'm Simon Cahill.

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