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 t0 know your coach…

I spent 37 years as a nurse and senior manager in the NHS, working within physical and mental health settings. I had an incredibly fulfilling career in the NHS and worked with the most amazing and truly dedicated colleagues, helping patients to recover from serious illnesses and achieve their health goals. I feel very privileged to have shared some of the most remarkable journeys with patients and colleagues.

In my second career, I wanted to help people with what has been a long-term hobby and passion for me, finance! Unfortunately, personal finance isn’t taught in school sufficiently or effectively – if at all. It is such an important life skill and money problems are not only a practical issue about being able to afford things but can affect your mental health. For example, worrying about money can trigger feelings of anxiety and panic, and sleep problems, and can adversely affect your social life and relationships.

As your personal financial coach, I want to help you build the financial confidence that enables you to take control of your money and achieve your short- and long-term goals. Making the most of your money really does help you to get the most out of life, whether your goal is to purchase a property, take time off work to look after your children or live off investments and be financially free.

Working with a money coach can help you to explore opportunities for what to do with your money and build confidence in your financial future.

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.

Octopus Money is a trading name of TW11 Wealth Management 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.