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…

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. 

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

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.