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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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.
POSTED ON VOUCHEDFOR
Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£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.
Octopus Money is a trading name of Octopus Money Financial Solutions Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.
As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.
Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.