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

BOOK MY SESSION

Get to know your coach…

I have spent my whole career helping others get forward in life. Being a money coach continues this trend by helping people achieve their financial goals and aspirations in life.

Having spent over 20 years in the voluntary sector supporting others to achieve their goals, I realise how important planning for the future is. People know what they want and set goals but need somebody to help them get there – this is where I want to help.

I got into financial coaching because I want to make a positive impact and support people plan for their own and family’s future. As a coach, I have always believed listening is our greatest asset. I can help by listening, understanding what people want to achieve and support them to develop a simple roadmap to achieve it.

Working with me you will get somebody who has made mistakes and learnt from them. I will never tell you what to do, I will guide you, be your wingman and listen. As a team, we will find the route to a better financial future.

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.”

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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.

GET STARTED

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.

COMPANY AND TEAM

LEGAL

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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.