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Get to know your coach…

As a financial coach I am fortunate to follow amazing life journeys, give peace of mind and control back.

I am a financial coach in Prestatyn, North Wales. I transitioned from personal to financial well being after having coached and mentored within the British Army for several years. With over 15 years experience gained delivering projects as an Accounts Manager, I strongly believe that the right support and knowledge is key to financial success.

Understanding personal finances isn’t taught at school, putting many at a disadvantage, especially those entering employment for the first time. A qualified management accountant and property development entrepreneur, communicating the skills required to help clients understand the journey required; whether that may be:

1. Buying a house, saving and getting the right mortgage
2. Planning for a families future; providing long term security and peace of mind
3. Building an investment portfolio right for their needs now, and in the years to come
4. Retirement planning

As a coach I provide a client with not only accountability but a one to one connection to a real person, able to bounce ideas off and adjust their needs when life changes.

For me a healthy understanding and control of personal finances improves mental health. Growing a clients finances is about discovering goals and building a budget able to deliver. As a coach ensuring the client has a good knowledge of budgeting, saving strategies and investments allows them to feel secure and confident to make the right decision for them and their family.

Away from my office you’ll find me chasing after my son on his bike or walking the beautiful North Wales country side with my partner and rescue dog ‘Scrappy’.

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



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 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.