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Step-by-step plan

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Get to know your coach…


Hi, I’m Alan. My background is very varied, having served in the Fire Service for over 15 years, and prior to that in the
RAF. I have now found my new calling in Financial Coaching. It all began about 10 years ago when I started reading and
learning about the world of finance whilst doing my own investing.

I can assist you with figuring out what your priority life goals are and help you decide how to afford them in the most
efficient way. Once we have figured out your goals, I will make a Financial Plan that will show you where you are, where
you will be in the future, and where you could be if you implement some simple yet very powerful changes. We will then
work together over the year having regular catch ups to ensure you are on track.

My hope is that I can educate you in how to manage your money so well that one day you won’t need me anymore.

When I’m not reading books, mainly in the field of finance or history, you will likely find me doing crafts, dress up or
wrestling with my (young) twin son and daughter.

I look forward to helping you move forward in a FREE session.

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



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



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.