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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.
COMPANY AND TEAM
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.