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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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’.
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£299
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.