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…

My background is in management consulting and corporate IT, but I’ve always had a strong interest in personal finances. I was lucky enough to receive some great, practical financial guidance very early on which led me to start saving and investing in a pension immediately. Over the years I have looked for opportunities to share what I know with colleagues and friends, and am enjoying continuing to do so with Octopus Money.

My personal financial management style is to make a good plan and stick to it, only invest in things I understand, and have a clear understanding of where our money goes. Although I look after a lot of the finances, having a shared budget together with my wife has been genuinely liberating. We make joint decisions on how we prioritise outgoings, while also having our own money to spend.

I see financial coaching sessions as valuable, dedicated time for my clients to focus on themselves and their most important goals in life. I help them work out what they need to know, and what they need to do, to achieve them. Money is often just a part of the picture, and I believe it’s crucial to factor in clients’ personal circumstances and preferences.

When I’m not working, you’ll usually find me paddleboarding, taking long walks in the countryside, or training for ultramarathons with my wife.

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.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

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.