Read about Amy on VouchedFor
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
Money coaching allows me to make a meaningful impact on your financial wellbeing. Witnessing your achievements is joyful for both of us!
I have been a chartered accountant for over a decade, in varied corporate roles in the property industry. Personal finance is a longstanding interest of mine. I believe that money management is fundamental to life choices and opportunities, and yet few people learn this at school or at home! Sharing that by coaching just makes sense. Everyone has to use money, so why not have it serve you in the best possible way?
As your coach, I can help you distill your aspirations into a plan, broken down into achievable steps, supporting you along the way. Sound money skills help you create stability, peace of mind and the freedom to pursue your ambitions, large and small. I will be alongside you to listen, encourage, reassure and keep you accountable for taking the actions you want to.
Having a coach gives you a dedicated ally to provide a fresh perspective on your potential and challenges. You will get encouragement to take actions to mould your finances in a way that aligns with your unique values, lifestyle and ambitions.
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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.
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.