STEP 1

Start with a free chat


STEP 2

Chemistry check… make sure it’s right for you

STEP 3

Get your personalised money plan

One call for all things money

Talk to a real person

Ditch the robots – get personalised help from a human

Judgement-free zone

Ask us absolutely anything

See your future

Explore different scenarios and trade-offs

Step-by-step plan

Get your own step-by-step action plan

Get to know your coach…

I genuinely love hearing people’s stories, their hopes and what matters to them most, everyone’s journey is unique. Money is too often a blocker to reaching life’s goals, financial coaching can help turn those dreams into reality. 

I spent 25 years in Investment Banking, talking and discussing finance every day. I left banking 3 years ago to start my own business. I was able to do that as early on in my career I had the good fortune of working with older, wiser colleagues who helped me toward smart financial decisions. I didn’t fully understand the impact at the time, but now I see just how much those choices helped shape my life. Becoming a coach is my way of paying that forward—sharing what I’ve learned to help others, whether you’re just starting out or rethinking your financial future. 

Whether you’re saving for a home, starting a business, growing your family, improving your pension, or planning for a major life goal, my approach is simple: honesty, real listening, and practical guidance. Finance can feel overwhelming, full of jargon and complexity. 

My job is to cut through that and give you clear, confident direction to help achieve your goals.

What clients say

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”
“Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”
“After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

What it costs

STARTER SESSION

Free

First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.

PLAN YOUR GOALS

£299

Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.


Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.