Start with a free chat

Build your plan together

Put it into action

I am a Chartered Financial Adviser and Fellow of the Personal Finance Society, working within the Advice team at Octopus Money. I have been with Octopus for over 3 years and before that worked at an independent firm for 3 and a half years. I specialise in estate planning and helping business owners, but get great enjoyment from working with a wide range of clients.

Outside of Octopus I help run my family business.

I enjoy playing hockey, with my team getting promoted last season and am a fair weather sailor.

Octopus appealed to me due to the forward looking approach they are taking with financial advice, moving away from the old industry model of opaque fee structures and delivering advice in a way clients can understand what’s happening with their money.

I’m saving for early retirement and a sailing boat.

Kristian Manton

Meet the team

Mooka Maboshe

Associate Financial Planner

I’ll help you map out your goals and aspirations to create a clear picture of the life you want.

Emily Wassell

Senior Paraplanner

I help people make sense of their finances – retirement, inheritance, or complex matters.

Jacinda Ghag

Client Support Executive

I gather client information and keep them informed to support clear, holistic advice.

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