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Build your plan together

Put it into action

As a Chartered Financial Adviser, I provide holistic, goal-focused advice tailored to each client’s needs.

I help clients answer life’s biggest financial questions: Can they achieve the retirement they’ve dreamed of? Can they support their family now and in the future? Is their wealth protected if circumstances suddenly change?

Every relationship starts with one question: “Why are we speaking today?”

We then take a deep dive into your current position, objectives and attitude to risk. At the heart of my process is cashflow planning technology, which brings your financial future to life and shows whether you’re on track to achieve your goals. We stress-test plans to ensure they’re resilient and adapt them over time as circumstances, legislation or opportunities change.

I’ve lived and worked in London for the past decade and am a Fellow of the Personal Finance Society – the highest level of professional accreditation.

I joined Octopus Money to support its mission of making high-quality financial advice accessible to more people across the UK. I strongly believe everyone should speak to an adviser – if only to sense-check they’re making the right decisions.

Outside of work, you’ll find me at the cinema, at concerts, exploring London’s restaurants, or (for my sins) supporting Manchester United.

Ashley Thomas-Walsh

Who do we specialise in supporting?

  • Those with £200K+ in savings, pensions or investments
  • People navigating complex financial decisions
  • Those wanting to protect their wealth and use it wisely

How it works

More about our pricing

Get started

With a free video chat

  • We’ll help you understand exactly what you’re getting – and what it costs – before you pay anything

  • We’ll help you create a financial checklist and build your personal profile

Planning

From £299

  • We start with your goals – so we can help you create the future you want

  • Over a few 1-to-1 sessions, we bring everything together in a simple, visual financial forecast – so you know exactly where you stand and where you’re going

  • We’ll make specific recommendations about what’s right for you

Investing + Advice

From 1.25% (all-in)

  • We build and manage an investment portfolio for you – so your future is in expert hands

  • Your plan is yours for life – with ongoing advice, you’ll always have access to 1-to-1 support to navigate life’s twists and turns
Book my session