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As a financial coach I pass on my knowledge of how money works and support people from all backgrounds; giving financial peace of mind and control.
Based in North Wales, I transitioned over to financial wellbeing after building a successful property portfolio, keen to mentor and teach others what I had learned. With over 15 years’ experience gained delivering projects, it led me to 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. As a qualified management accountant and entrepreneur, I communicate the skills required to help clients understand their journey; whether that may be:
1. Buying a house, saving and getting the right mortgage.
2. Planning for a family’s future; providing that 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 client’s 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 countryside with my partner and rescue dog ‘Scrappy’.
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.