Octopus Money
Nishit Patel currently serves as a Senior Manager - Advice Delivery and Systems at Octopus Money, a position held since March 2024. Prior experience includes roles as Senior Paraplanner at Gardening Leave and London & Capital, along with a tenure as Paraplanner Team Leader at Tilney Group. Nishit has also led paraplanning and operations at Scott Financial Ltd and held senior paraplanning positions at Gallagher, Black Swan Capital Ltd, and Arthur J. Gallagher & Co. Notable skills encompass technical and analytical support, compliance management, report writing, and client communication. Educational background includes attendance at St John's Leatherhead and the University of Portsmouth.
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Octopus Money
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At Octopus Money, we want to help millions of people take the first steps to making their life dreams a reality. We’re making it easier, cheaper and more exciting to get money advice from a real person – not just a robot. Schools don’t teach money and society makes it taboo. So most of us have no idea the amazing things that are possible if we take small steps to make our money go further. Imagine being tens of thousands of pounds better off. We’re here to make it happen. 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. We believe workplaces are the best place to change the national conversation around money. So we partner with the UK’s best employers to make their pay and benefits go further – helping all their employees make the most of the money they earn. More than 200,000 employees have access to Octopus Money, with thousands more joining every month.